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
251
$174K 0.02%
2,298
-575
252
$173K 0.02%
1,518
-361
253
$173K 0.02%
3,675
+3,543
254
$170K 0.02%
3,297
-787
255
$169K 0.02%
+2,014
256
$169K 0.02%
3,008
+728
257
$169K 0.02%
1,318
-71
258
$169K 0.02%
4,696
-1,202
259
$168K 0.02%
82
-2
260
$168K 0.02%
3,121
-699
261
$164K 0.02%
3,693
-889
262
$163K 0.02%
+3,889
263
$160K 0.02%
1,694
-28
264
$159K 0.02%
1,482
-344
265
$157K 0.02%
6,000
266
$156K 0.02%
1,845
-244
267
$156K 0.02%
6,232
-1,501
268
$155K 0.02%
818
-86
269
$155K 0.02%
1,379
-320
270
$152K 0.02%
1,247
-19
271
$151K 0.02%
4,900
-1,520
272
$150K 0.02%
2,925
-375
273
$150K 0.02%
497
-92
274
$148K 0.02%
5,260
-8,744
275
$148K 0.02%
+1,619
9 10
11
12 13