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
251
$249K 0.03%
6,722
-22
252
$248K 0.03%
948
+135
253
$238K 0.03%
1,283
254
$237K 0.03%
565
-260
255
$236K 0.03%
4,692
+4,532
256
$236K 0.03%
7,244
+6,633
257
$236K 0.03%
+2,125
258
$234K 0.03%
4,470
+4,059
259
$233K 0.03%
1,494
-179
260
$232K 0.03%
895
-76
261
$230K 0.03%
2,421
262
$230K 0.03%
1,210
-118
263
$229K 0.03%
5,705
-22
264
$228K 0.03%
7,511
-10
265
$226K 0.03%
1,316
+303
266
$220K 0.02%
5,133
+3,651
267
$219K 0.02%
+5,545
268
$216K 0.02%
1,615
-116
269
$214K 0.02%
3,085
-6
270
$212K 0.02%
2,351
-10
271
$211K 0.02%
1,762
-9
272
$210K 0.02%
586
+293
273
$210K 0.02%
2,837
+2,423
274
$209K 0.02%
912
+907
275
$208K 0.02%
4,602
-42
9 10
11
12 13