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
401
$59K 0.01%
602
402
$58K 0.01%
465
-7
403
$58K 0.01%
1,772
-636
404
$58K 0.01%
25
-2
405
$58K 0.01%
1,038
406
$58K 0.01%
387
-128
407
$58K 0.01%
1,222
408
$57K 0.01%
2,084
409
$56K 0.01%
1,122
-24
410
$56K 0.01%
474
-584
411
$56K 0.01%
210
-13
412
$55K 0.01%
1,079
-106
413
$55K 0.01%
233
-86
414
$55K 0.01%
638
-52
415
$55K 0.01%
368
-221
416
$54K 0.01%
490
-2,210
417
$53K 0.01%
127
-10
418
$53K 0.01%
975
419
$53K 0.01%
189
-27
420
$52K 0.01%
2,433
+3
421
$52K 0.01%
157
-15
422
$51K 0.01%
2,400
423
$51K 0.01%
577
424
$51K 0.01%
537
+153
425
$51K 0.01%
421
-85
15 16
17
18 19