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
426
$50K 0.01%
1,335
-317
427
$50K 0.01%
693
-34
428
$49K 0.01%
806
-87
429
$49K 0.01%
813
-40
430
$49K 0.01%
1,287
431
$48K 0.01%
771
-12
432
$47K 0.01%
405
+9
433
$47K 0.01%
1,387
434
$46K 0.01%
414
+26
435
$46K 0.01%
1,516
-875
436
$45K 0.01%
4,418
437
$45K 0.01%
504
-28
438
$45K 0.01%
142
+102
439
$45K 0.01%
485
-191
440
$45K 0.01%
293
441
$44K 0.01%
915
+107
442
$43K ﹤0.01%
375
-28
443
$43K ﹤0.01%
1,109
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444
$42K ﹤0.01%
842
-157
445
$42K ﹤0.01%
682
-60
446
$42K ﹤0.01%
930
-171
447
$41K ﹤0.01%
400
448
$41K ﹤0.01%
2,969
+491
449
$40K ﹤0.01%
407
-29
450
$40K ﹤0.01%
1,491
+27
16 17
18
19 20