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
426
$63K 0.01%
214
427
$62K 0.01%
26
428
$62K 0.01%
3,794
429
$61K 0.01%
524
-40
430
$61K 0.01%
+1,060
431
$61K 0.01%
820
432
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+1,000
433
$61K 0.01%
426
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434
$59K 0.01%
2,295
+1,670
435
$59K 0.01%
500
436
$59K 0.01%
716
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437
$58K 0.01%
1,080
+515
438
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+5,500
439
$57K 0.01%
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440
$57K 0.01%
3,300
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$55K 0.01%
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442
$55K 0.01%
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443
$55K 0.01%
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444
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445
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446
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1,755
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301
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448
$53K 0.01%
785
-1,466
449
$53K 0.01%
2,679
450
$52K 0.01%
988
-7
16 17
18
19 20