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
$683M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$7.4M
3
+$6.75M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.55M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.51M

Top Sells

1
+$6.74M
2
+$5.18M
3
+$3.84M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.49M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.1M

Sector Composition

1 Energy 15.82%
2 Technology 3.66%
3 Healthcare 3.17%
4 Consumer Staples 2.93%
5 Financials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$169K 0.02%
1,008
+327
252
$165K 0.02%
2,223
+134
253
$164K 0.02%
1,821
+108
254
$164K 0.02%
+1,055
255
$163K 0.02%
1,122
+62
256
$162K 0.02%
+3,284
257
$162K 0.02%
6,080
+140
258
$161K 0.02%
3,756
259
$160K 0.02%
780
-59
260
$159K 0.02%
4,293
-97
261
$159K 0.02%
4,616
+300
262
$157K 0.02%
84
-4
263
$156K 0.02%
6,000
264
$154K 0.02%
3,124
+70
265
$149K 0.02%
+3,211
266
$147K 0.02%
2,472
-40
267
$143K 0.02%
1,048
-656
268
$142K 0.02%
2,222
269
$139K 0.02%
4,820
-1,590
270
$139K 0.02%
1,266
-40
271
$138K 0.02%
2,719
+82
272
$137K 0.02%
+868
273
$135K 0.02%
3,948
+2,367
274
$134K 0.02%
1,095
-35
275
$133K 0.02%
1,526
-302
9 10
11
12 13