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
$1.25B
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$3.24M
3
+$3.16M
4
ACN icon
Accenture
ACN
+$2.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.27M

Top Sells

1
+$22.7M
2
+$21.6M
3
+$17.9M
4
NVDA icon
NVIDIA
NVDA
+$4.08M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.45M

Sector Composition

1 Technology 13.91%
2 Healthcare 8.74%
3 Financials 5.8%
4 Utilities 4.38%
5 Communication Services 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$192K 0.02%
+4,000
327
$189K 0.02%
+2,055
328
$187K 0.01%
1,581
+1,420
329
$186K 0.01%
2,000
330
$180K 0.01%
825
-169
331
$176K 0.01%
348
-289
332
$176K 0.01%
1,362
-558
333
$175K 0.01%
+1,894
334
$174K 0.01%
1,043
-47
335
$174K 0.01%
+5,500
336
$173K 0.01%
395
-615
337
$166K 0.01%
345
-332
338
$165K 0.01%
2,350
-561
339
$165K 0.01%
441
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340
$164K 0.01%
+5,000
341
$161K 0.01%
756
-131
342
$160K 0.01%
1,001
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343
$159K 0.01%
2,627
-312
344
$154K 0.01%
+3,000
345
$152K 0.01%
836
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346
$151K 0.01%
2,792
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347
$151K 0.01%
233
-14
348
$147K 0.01%
+1,200
349
$142K 0.01%
+781
350
$137K 0.01%
1,560
-32
12 13
14
15 16