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
301
$115K 0.02%
6,422
-1,576
302
$112K 0.02%
722
+124
303
$112K 0.02%
1,238
304
$110K 0.02%
1,832
-47
305
$109K 0.02%
1,436
-238
306
$108K 0.02%
1,386
-157
307
$106K 0.02%
1,979
-1,292
308
$105K 0.02%
385
+19
309
$104K 0.01%
215
-6
310
$104K 0.01%
1,380
+5
311
$103K 0.01%
727
-1,794
312
$102K 0.01%
1,606
-322
313
$100K 0.01%
2,342
-438
314
$100K 0.01%
3,890
-47
315
$100K 0.01%
2,285
-713
316
$100K 0.01%
1,814
-24,611
317
$99K 0.01%
755
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318
$98K 0.01%
1,419
-156
319
$97K 0.01%
1,560
-104
320
$96K 0.01%
632
-952
321
$95K 0.01%
1,886
-143
322
$91K 0.01%
1,441
-231
323
$91K 0.01%
4,808
-13,744
324
$89K 0.01%
433
-481
325
$89K 0.01%
1,697
-1,748
11 12
13
14 15