ZB

Zions Bancorporation Portfolio holdings

AUM $1.59B
1-Year Est. Return 19.92%
This Quarter Est. Return
1 Year Est. Return
+19.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$701M
AUM Growth
+$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.58M
3
+$4.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.1M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.62M

Top Sells

1
+$11.5M
2
+$7.94M
3
+$1.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.71M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.55M

Sector Composition

1 Energy 11.41%
2 Technology 4.79%
3 Financials 4.01%
4 Healthcare 3.81%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$198K 0.03%
3,699
-966
227
$197K 0.03%
2,326
-2
228
$193K 0.03%
3,486
-945
229
$192K 0.03%
2,453
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230
$190K 0.03%
1,375
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231
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2,828
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232
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4,689
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233
$188K 0.03%
13,515
-3,110
234
$188K 0.03%
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-44
235
$186K 0.03%
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236
$185K 0.03%
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237
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4,261
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238
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239
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2,799
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240
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241
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243
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244
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245
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246
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5,627
-1,365
247
$177K 0.03%
2,985
-203
248
$176K 0.03%
2,380
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249
$176K 0.03%
717
-316
250
$175K 0.03%
540
-47
8 9
10
11 12