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
$886M
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,001
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.74M
3
+$8.25M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.29M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.87M

Top Sells

1
+$15.2M
2
+$4.4M
3
+$3.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.12M
5
SFNC icon
Simmons First National
SFNC
+$1.22M

Sector Composition

1 Technology 7.08%
2 Healthcare 4.25%
3 Financials 3.84%
4 Communication Services 2.83%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$296K 0.03%
4,213
+637
227
$294K 0.03%
2,277
+207
228
$292K 0.03%
2,758
-9
229
$290K 0.03%
9,619
-17
230
$289K 0.03%
1,296
-1,071
231
$286K 0.03%
8,123
-24
232
$284K 0.03%
4,180
-6
233
$281K 0.03%
3,319
+233
234
$279K 0.03%
+1,250
235
$279K 0.03%
+6,665
236
$273K 0.03%
1,543
+1,168
237
$272K 0.03%
3,436
-53
238
$268K 0.03%
2,417
-11
239
$268K 0.03%
3,457
+759
240
$268K 0.03%
6,088
-18
241
$266K 0.03%
4,221
-23
242
$265K 0.03%
9,965
+1,384
243
$257K 0.03%
3,917
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244
$257K 0.03%
6,569
+426
245
$257K 0.03%
4,659
-25
246
$254K 0.03%
8,950
-1,100
247
$254K 0.03%
+5,146
248
$253K 0.03%
1,910
-7
249
$253K 0.03%
3,108
+1,324
250
$252K 0.03%
1,207
+4
8 9
10
11 12