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
451
$41K ﹤0.01%
128
452
$40K ﹤0.01%
862
+4
453
$39K ﹤0.01%
2,064
454
$39K ﹤0.01%
772
+3
455
$39K ﹤0.01%
567
+321
456
$39K ﹤0.01%
708
-1,228
457
$39K ﹤0.01%
722
+468
458
$38K ﹤0.01%
184
+3
459
$38K ﹤0.01%
410
-4
460
$38K ﹤0.01%
1,202
-121
461
$37K ﹤0.01%
1,153
-1
462
$37K ﹤0.01%
404
463
$37K ﹤0.01%
158
+16
464
$37K ﹤0.01%
1,114
465
$37K ﹤0.01%
2,363
+93
466
$36K ﹤0.01%
443
-28
467
$36K ﹤0.01%
231
+2
468
$36K ﹤0.01%
535
469
$36K ﹤0.01%
370
-37
470
$36K ﹤0.01%
572
+19
471
$36K ﹤0.01%
147
+4
472
$36K ﹤0.01%
1,054
-59
473
$35K ﹤0.01%
1,273
-9
474
$35K ﹤0.01%
2,640
+35
475
$35K ﹤0.01%
100
17 18
19
20 21