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
301
$171K 0.02%
2,711
+7
302
$170K 0.02%
7,321
303
$170K 0.02%
1,209
+243
304
$170K 0.02%
+2,305
305
$169K 0.02%
1,158
+1,053
306
$169K 0.02%
1,263
307
$168K 0.02%
574
+223
308
$165K 0.02%
2,762
+190
309
$165K 0.02%
7,979
-29
310
$164K 0.02%
1,707
-16
311
$164K 0.02%
1,797
+473
312
$161K 0.02%
1,580
+1,385
313
$161K 0.02%
424
-54
314
$160K 0.02%
1,008
-9
315
$154K 0.02%
4,756
-273
316
$153K 0.02%
546
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317
$147K 0.01%
1,286
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318
$147K 0.01%
3,647
+16
319
$146K 0.01%
600
-295
320
$140K 0.01%
2,941
-47
321
$138K 0.01%
1,642
+510
322
$137K 0.01%
2,251
-1
323
$134K 0.01%
561
-115
324
$132K 0.01%
1,402
+443
325
$131K 0.01%
1,958
-504
11 12
13
14 15