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
301
$159K 0.02%
8,008
-222
302
$156K 0.02%
478
+221
303
$155K 0.02%
2,462
-14,704
304
$155K 0.02%
1,723
-375
305
$154K 0.02%
1,343
-374
306
$154K 0.02%
1,263
307
$153K 0.02%
2,988
-90
308
$149K 0.02%
728
+185
309
$149K 0.02%
6,828
-644
310
$148K 0.02%
1,679
-135
311
$142K 0.02%
3,631
-381
312
$136K 0.02%
965
-137
313
$136K 0.02%
+2,181
314
$133K 0.02%
552
+277
315
$132K 0.01%
566
+253
316
$131K 0.01%
5,397
-263
317
$129K 0.01%
1,276
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318
$128K 0.01%
2,572
-5,409
319
$127K 0.01%
753
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320
$126K 0.01%
265
321
$119K 0.01%
2,252
-3,520
322
$118K 0.01%
966
-202
323
$114K 0.01%
402
+128
324
$113K 0.01%
1,324
-183
325
$112K 0.01%
+1,759
11 12
13
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