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
$978M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.84M
3
+$6.31M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.78M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.69M

Top Sells

1
+$81.9M
2
+$1.88M
3
+$1.01M
4
CRL icon
Charles River Laboratories
CRL
+$981K
5
SFNC icon
Simmons First National
SFNC
+$857K

Sector Composition

1 Technology 8.32%
2 Healthcare 4.9%
3 Financials 3.97%
4 Communication Services 3.34%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$98K 0.01%
1,383
+993
377
$97K 0.01%
10,000
378
$96K 0.01%
1,821
+47
379
$96K 0.01%
3,569
380
$96K 0.01%
1,347
-23
381
$95K 0.01%
4,332
+1,889
382
$94K 0.01%
725
+507
383
$93K 0.01%
1,719
+335
384
$92K 0.01%
2,583
+2,394
385
$92K 0.01%
905
+170
386
$88K 0.01%
402
-6
387
$88K 0.01%
1,039
+988
388
$87K 0.01%
1,019
-46
389
$87K 0.01%
362
+4
390
$85K 0.01%
441
+36
391
$85K 0.01%
611
+400
392
$85K 0.01%
1,925
+1,217
393
$84K 0.01%
420
-22
394
$84K 0.01%
1,234
-22
395
$83K 0.01%
413
-1,870
396
$82K 0.01%
+2,000
397
$82K 0.01%
993
-164
398
$81K 0.01%
3,275
-817
399
$81K 0.01%
+1,666
400
$80K 0.01%
1,106
+977
14 15
16
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