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
26
$3.23M 0.36%
66,070
+1,980
27
$3M 0.34%
131,239
-18,423
28
$2.94M 0.33%
7,898
+1,369
29
$2.93M 0.33%
45,337
+6,077
30
$2.88M 0.33%
39,159
+4,786
31
$2.78M 0.31%
16,147
+9,395
32
$2.68M 0.3%
8,784
+3,143
33
$2.68M 0.3%
27,739
+2,771
34
$2.65M 0.3%
50,887
+19,601
35
$2.64M 0.3%
6,636
-20
36
$2.64M 0.3%
42,455
+5,795
37
$2.63M 0.3%
72,217
+24,602
38
$2.62M 0.3%
142,359
+17,873
39
$2.57M 0.29%
56,993
+6,696
40
$2.52M 0.28%
16,535
-2,755
41
$2.46M 0.28%
63,638
+7,654
42
$2.44M 0.28%
8,128
-210
43
$2.37M 0.27%
14,847
44
$2.35M 0.27%
18,485
+1,104
45
$2.34M 0.26%
4,928
+598
46
$2.31M 0.26%
41,289
+10,458
47
$2.3M 0.26%
77,492
-41,000
48
$2.21M 0.25%
5,588
+3,434
49
$2.21M 0.25%
16,833
50
$2.2M 0.25%
44,886
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