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
451
$40K ﹤0.01%
216
+113
452
$38K ﹤0.01%
858
-443
453
$38K ﹤0.01%
587
+270
454
$37K ﹤0.01%
471
-121
455
$37K ﹤0.01%
535
456
$37K ﹤0.01%
406
-86
457
$36K ﹤0.01%
414
-11
458
$36K ﹤0.01%
1,114
459
$36K ﹤0.01%
128
-13
460
$36K ﹤0.01%
404
461
$36K ﹤0.01%
531
462
$36K ﹤0.01%
2,064
463
$36K ﹤0.01%
573
464
$36K ﹤0.01%
506
-235
465
$36K ﹤0.01%
769
-95
466
$35K ﹤0.01%
1,100
+81
467
$34K ﹤0.01%
2,556
-208
468
$34K ﹤0.01%
181
-52
469
$34K ﹤0.01%
1,113
-374
470
$34K ﹤0.01%
190
+174
471
$33K ﹤0.01%
553
-71
472
$33K ﹤0.01%
157
-985
473
$33K ﹤0.01%
708
474
$33K ﹤0.01%
4,577
-2,911
475
$33K ﹤0.01%
+906
17 18
19
20 21