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
401
$45K 0.01%
1,176
+85
402
$45K 0.01%
1,105
403
$45K 0.01%
999
-1,077
404
$44K 0.01%
878
-171
405
$44K 0.01%
462
-200
406
$44K 0.01%
1,454
+1,185
407
$44K 0.01%
700
-96
408
$43K 0.01%
334
-49
409
$43K 0.01%
1,090
-133
410
$43K 0.01%
158
-25
411
$43K 0.01%
225
412
$43K 0.01%
867
-26
413
$43K 0.01%
2,134
+160
414
$42K 0.01%
311
-26
415
$42K 0.01%
229
-10
416
$42K 0.01%
482
-164
417
$42K 0.01%
308
-122
418
$42K 0.01%
721
419
$42K 0.01%
1,059
-3,397
420
$41K 0.01%
2,328
-1,627
421
$41K 0.01%
328
-16
422
$41K 0.01%
3,390
-407
423
$40K 0.01%
207
424
$40K 0.01%
302
-1,979
425
$40K 0.01%
1,019
-109
15 16
17
18 19