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
351
$90K 0.01%
1,250
+221
352
$90K 0.01%
3,791
-48
353
$88K 0.01%
4,076
-19
354
$88K 0.01%
1,070
-800
355
$88K 0.01%
1,132
-179
356
$87K 0.01%
+1,548
357
$86K 0.01%
1,409
-70
358
$84K 0.01%
2,601
-237
359
$83K 0.01%
1,365
+238
360
$82K 0.01%
334
361
$80K 0.01%
2,000
362
$80K 0.01%
1,281
-115
363
$78K 0.01%
53
+1
364
$78K 0.01%
225
365
$78K 0.01%
3,177
-143
366
$77K 0.01%
1,986
+1,018
367
$77K 0.01%
4,144
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368
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1,307
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369
$76K 0.01%
2,315
+1,717
370
$75K 0.01%
483
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371
$75K 0.01%
959
-191
372
$74K 0.01%
494
+415
373
$73K 0.01%
+277
374
$72K 0.01%
748
+20
375
$71K 0.01%
1,043
-127
13 14
15
16 17