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
476
$35K ﹤0.01%
512
-94
477
$34K ﹤0.01%
141
-49
478
$34K ﹤0.01%
395
-243
479
$34K ﹤0.01%
331
+26
480
$33K ﹤0.01%
2,682
481
$33K ﹤0.01%
317
482
$33K ﹤0.01%
1,136
+187
483
$33K ﹤0.01%
1,925
+10
484
$33K ﹤0.01%
149
485
$33K ﹤0.01%
1,220
+24
486
$33K ﹤0.01%
146
-9
487
$32K ﹤0.01%
369
488
$32K ﹤0.01%
354
-20
489
$32K ﹤0.01%
+400
490
$32K ﹤0.01%
157
491
$32K ﹤0.01%
276
+5
492
$31K ﹤0.01%
1,344
-16
493
$31K ﹤0.01%
3,267
494
$31K ﹤0.01%
2,479
-77
495
$31K ﹤0.01%
+307
496
$31K ﹤0.01%
518
-649
497
$31K ﹤0.01%
708
498
$31K ﹤0.01%
4,439
-138
499
$31K ﹤0.01%
113
+4
500
$31K ﹤0.01%
162
-54
18 19
20
21 22