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
376
$53K 0.01%
903
-226
377
$52K 0.01%
949
+704
378
$52K 0.01%
+774
379
$51K 0.01%
+815
380
$51K 0.01%
457
381
$51K 0.01%
677
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382
$51K 0.01%
1,540
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383
$51K 0.01%
192
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384
$51K 0.01%
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-256
385
$50K 0.01%
1,437
-1,811
386
$50K 0.01%
7,103
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387
$50K 0.01%
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388
$49K 0.01%
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389
$49K 0.01%
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390
$48K 0.01%
288
391
$48K 0.01%
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$48K 0.01%
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$47K 0.01%
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$47K 0.01%
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396
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338
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326
398
$46K 0.01%
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399
$45K 0.01%
452
400
$45K 0.01%
866
-56
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