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
$1B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.79M
3
+$7.84M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.5M

Top Sells

1
+$6.15M
2
+$1.37M
3
+$1.07M
4
CSCO icon
Cisco
CSCO
+$1.06M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$958K

Sector Composition

1 Technology 7.35%
2 Healthcare 4.77%
3 Financials 3.56%
4 Consumer Discretionary 2.95%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$299K 0.03%
7,774
+1,052
252
$298K 0.03%
2,473
-31
253
$296K 0.03%
3,804
-409
254
$296K 0.03%
5,431
+772
255
$294K 0.03%
957
+815
256
$292K 0.03%
2,220
+310
257
$290K 0.03%
1,281
-15
258
$290K 0.03%
934
-14
259
$287K 0.03%
7,788
+1,123
260
$283K 0.03%
+3,146
261
$281K 0.03%
+1,997
262
$276K 0.03%
+1,804
263
$274K 0.03%
3,383
+64
264
$273K 0.03%
4,098
+1,681
265
$272K 0.03%
938
-183
266
$271K 0.03%
2,013
+251
267
$268K 0.03%
2,920
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268
$267K 0.03%
1,800
+1,292
269
$264K 0.03%
8,700
+1,189
270
$259K 0.03%
+3,811
271
$259K 0.03%
1,385
+178
272
$257K 0.03%
1,283
273
$248K 0.02%
5,482
-1,087
274
$247K 0.02%
4,407
+546
275
$243K 0.02%
4,692
9 10
11
12 13