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
$683M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$7.4M
3
+$6.75M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.55M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.51M

Top Sells

1
+$6.74M
2
+$5.18M
3
+$3.84M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.49M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.1M

Sector Composition

1 Energy 15.82%
2 Technology 3.66%
3 Healthcare 3.17%
4 Consumer Staples 2.93%
5 Financials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$30K ﹤0.01%
10,614
-167
477
$29K ﹤0.01%
558
-7
478
$29K ﹤0.01%
399
-3,856
479
$29K ﹤0.01%
537
-107
480
$29K ﹤0.01%
675
-48
481
$29K ﹤0.01%
615
-64
482
$29K ﹤0.01%
1,560
483
$29K ﹤0.01%
215
+53
484
$29K ﹤0.01%
694
485
$29K ﹤0.01%
925
-260
486
$29K ﹤0.01%
351
487
$28K ﹤0.01%
321
488
$28K ﹤0.01%
796
-86
489
$28K ﹤0.01%
+364
490
$28K ﹤0.01%
478
+10
491
$28K ﹤0.01%
592
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492
$28K ﹤0.01%
713
493
$28K ﹤0.01%
886
+98
494
$27K ﹤0.01%
855
-257
495
$27K ﹤0.01%
2,339
-1,314
496
$27K ﹤0.01%
1,737
+183
497
$27K ﹤0.01%
727
-245
498
$27K ﹤0.01%
1,262
-621
499
$26K ﹤0.01%
976
-276
500
$26K ﹤0.01%
460
+24
18 19
20
21 22