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
26
$3.42M 0.34%
49,743
+4,406
27
$3.39M 0.34%
169,440
+8,160
28
$3.33M 0.33%
8,324
+426
29
$3.29M 0.33%
83,692
+20,054
30
$3.29M 0.33%
57,716
-8,354
31
$3.21M 0.32%
80,310
+8,093
32
$3.18M 0.32%
5,424
+496
33
$3.15M 0.31%
63,819
+6,826
34
$3.14M 0.31%
9,841
+1,057
35
$3.11M 0.31%
53,237
+11,948
36
$2.87M 0.29%
47,397
+4,942
37
$2.85M 0.28%
6,619
-17
38
$2.83M 0.28%
28,694
+955
39
$2.73M 0.27%
159,324
+16,965
40
$2.7M 0.27%
19,282
+797
41
$2.6M 0.26%
13,352
-2,795
42
$2.52M 0.25%
5,885
+297
43
$2.49M 0.25%
15,993
-542
44
$2.48M 0.25%
29,312
+7,700
45
$2.48M 0.25%
7,940
-188
46
$2.43M 0.24%
42,293
+4,427
47
$2.34M 0.23%
9,597
+1,828
48
$2.31M 0.23%
16,192
+2,705
49
$2.27M 0.23%
77,492
50
$2.27M 0.23%
42,783
-19,987
1
2
3 4 5