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
376
$70K 0.01%
508
-5,947
377
$70K 0.01%
326
-22
378
$69K 0.01%
421
-40
379
$68K 0.01%
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-181
380
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876
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381
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270
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383
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384
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385
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386
$65K 0.01%
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387
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863
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388
$64K 0.01%
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389
$64K 0.01%
675
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390
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391
$64K 0.01%
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392
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393
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469
396
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317
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-25
398
$61K 0.01%
2,125
399
$60K 0.01%
3,308
-175
400
$59K 0.01%
2,993
+80
14 15
16
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