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
$1B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.79M
3
+$7.84M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.5M

Top Sells

1
+$6.15M
2
+$1.37M
3
+$1.07M
4
CSCO icon
Cisco
CSCO
+$1.06M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$958K

Sector Composition

1 Technology 7.35%
2 Healthcare 4.77%
3 Financials 3.56%
4 Consumer Discretionary 2.95%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$79K 0.01%
1,256
-25
377
$79K 0.01%
51
-2
378
$78K 0.01%
405
-16
379
$77K 0.01%
187
+2
380
$77K 0.01%
4,008
-136
381
$76K 0.01%
1,306
-1
382
$75K 0.01%
735
383
$74K 0.01%
744
-4
384
$72K 0.01%
1,239
-2,027
385
$70K 0.01%
452
-42
386
$69K 0.01%
2,084
387
$68K 0.01%
471
+2
388
$68K 0.01%
1,287
-78
389
$67K 0.01%
2,443
390
$67K 0.01%
871
391
$67K 0.01%
890
+14
392
$66K 0.01%
5,752
-136
393
$65K 0.01%
465
394
$65K 0.01%
204
395
$65K 0.01%
+273
396
$64K 0.01%
1,318
+17
397
$64K 0.01%
+3,794
398
$64K 0.01%
334
399
$63K 0.01%
1,640
-1,401
400
$61K 0.01%
+500
14 15
16
17 18