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
326
$82K 0.01%
882
-149
327
$80K 0.01%
1,867
-786
328
$80K 0.01%
998
-65
329
$79K 0.01%
560
-133
330
$79K 0.01%
1,264
+9
331
$79K 0.01%
1,827
+404
332
$78K 0.01%
472
-31
333
$78K 0.01%
391
-22
334
$77K 0.01%
700
335
$77K 0.01%
7,566
+3,219
336
$76K 0.01%
3,350
+93
337
$76K 0.01%
319
338
$75K 0.01%
407
-45
339
$75K 0.01%
1,371
+120
340
$73K 0.01%
734
-82
341
$71K 0.01%
890
-128
342
$71K 0.01%
2,039
343
$70K 0.01%
528
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344
$69K 0.01%
3,368
345
$69K 0.01%
1,620
-31
346
$69K 0.01%
2,775
347
$68K 0.01%
1,123
-174
348
$67K 0.01%
1,431
-251
349
$67K 0.01%
321
-40
350
$66K 0.01%
1,245
-407
12 13
14
15 16