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
426
$52K 0.01%
1,049
-1,017
427
$51K 0.01%
478
+4
428
$51K 0.01%
415
-6
429
$51K 0.01%
1,387
430
$50K 0.01%
570
+471
431
$49K ﹤0.01%
1,273
-62
432
$49K ﹤0.01%
418
+223
433
$48K ﹤0.01%
812
-1
434
$48K ﹤0.01%
292
-1
435
$47K ﹤0.01%
1,379
-137
436
$47K ﹤0.01%
244
-73
437
$47K ﹤0.01%
1,839
438
$46K ﹤0.01%
1,130
-4,415
439
$46K ﹤0.01%
1,277
-10
440
$44K ﹤0.01%
610
+23
441
$44K ﹤0.01%
970
+40
442
$44K ﹤0.01%
444
-93
443
$43K ﹤0.01%
4,442
+24
444
$42K ﹤0.01%
400
445
$42K ﹤0.01%
906
446
$42K ﹤0.01%
406
447
$42K ﹤0.01%
417
-68
448
$41K ﹤0.01%
342
-72
449
$41K ﹤0.01%
88
+2
450
$41K ﹤0.01%
1,485
-6
16 17
18
19 20