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
326
$112K 0.01%
3,342
+438
327
$110K 0.01%
3,041
-63
328
$110K 0.01%
1,850
-280
329
$108K 0.01%
+377
330
$108K 0.01%
1,597
-52
331
$107K 0.01%
1,863
+954
332
$107K 0.01%
257
+249
333
$105K 0.01%
3,196
-117
334
$104K 0.01%
168
+11
335
$103K 0.01%
2,034
-351
336
$102K 0.01%
870
+531
337
$101K 0.01%
1,936
+606
338
$101K 0.01%
1,550
+717
339
$100K 0.01%
2,378
-59
340
$100K 0.01%
+1,440
341
$99K 0.01%
+3,016
342
$99K 0.01%
370
+93
343
$98K 0.01%
1,059
+624
344
$97K 0.01%
351
+211
345
$97K 0.01%
3,368
-529,455
346
$95K 0.01%
10,000
347
$94K 0.01%
381
348
$94K 0.01%
4,440
-630
349
$92K 0.01%
2,066
-16
350
$91K 0.01%
+1,384
12 13
14
15 16