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
276
$146K 0.02%
3,000
-749
277
$145K 0.02%
3,142
-99
278
$145K 0.02%
1,079
+3
279
$144K 0.02%
1,092
-109
280
$143K 0.02%
1,511
-116
281
$142K 0.02%
1,808
-427
282
$141K 0.02%
4,470
-280
283
$141K 0.02%
2,806
+1,430
284
$139K 0.02%
604
-11
285
$139K 0.02%
2,725
286
$138K 0.02%
1,338
+977
287
$136K 0.02%
4,348
-462
288
$134K 0.02%
584
-66
289
$134K 0.02%
1,221
-275
290
$129K 0.02%
922
-205
291
$129K 0.02%
2,523
-92
292
$127K 0.02%
4,692
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293
$127K 0.02%
4,392
-50
294
$123K 0.02%
1,474
+152
295
$123K 0.02%
4,509
-1,018
296
$120K 0.02%
405
+84
297
$118K 0.02%
1,823
+31
298
$117K 0.02%
498
299
$116K 0.02%
647
+96
300
$115K 0.02%
5,405
-298
10 11
12
13 14