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
301
$99K 0.01%
577
+26
302
$98K 0.01%
1,177
-349
303
$97K 0.01%
1,672
-832
304
$96K 0.01%
3,879
-114
305
$95K 0.01%
2,408
+145
306
$94K 0.01%
875
307
$93K 0.01%
407
-180
308
$93K 0.01%
1,948
-636
309
$92K 0.01%
1,092
+957
310
$92K 0.01%
+3,128
311
$92K 0.01%
2,394
-512
312
$92K 0.01%
1,335
313
$91K 0.01%
986
-39
314
$90K 0.01%
525
-94
315
$90K 0.01%
783
-14
316
$89K 0.01%
3,462
-462
317
$89K 0.01%
2,072
+523
318
$89K 0.01%
2,816
-360
319
$89K 0.01%
3,233
-481
320
$89K 0.01%
1,500
-2,113
321
$88K 0.01%
598
-156
322
$87K 0.01%
221
-14
323
$86K 0.01%
1,589
-1,060
324
$84K 0.01%
1,052
-684
325
$83K 0.01%
427
-17
11 12
13
14 15