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
$1.25B
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$3.24M
3
+$3.16M
4
ACN icon
Accenture
ACN
+$2.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.27M

Top Sells

1
+$22.7M
2
+$21.6M
3
+$17.9M
4
NVDA icon
NVIDIA
NVDA
+$4.08M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.45M

Sector Composition

1 Technology 13.91%
2 Healthcare 8.74%
3 Financials 5.8%
4 Utilities 4.38%
5 Communication Services 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$32.8K ﹤0.01%
+400
477
$32.8K ﹤0.01%
+778
478
$32.8K ﹤0.01%
+612
479
$32.7K ﹤0.01%
184
-36
480
$31.9K ﹤0.01%
228
481
$31.3K ﹤0.01%
148
-117
482
$31.1K ﹤0.01%
263
-196
483
$30.9K ﹤0.01%
454
-262
484
$30.7K ﹤0.01%
314
-20,585
485
$30.2K ﹤0.01%
3,007
+55
486
$30.1K ﹤0.01%
+646
487
$29.8K ﹤0.01%
885
488
$29.7K ﹤0.01%
+500
489
$29.6K ﹤0.01%
1,003
-621
490
$29.6K ﹤0.01%
1,000
491
$29.3K ﹤0.01%
350
+40
492
$29.1K ﹤0.01%
441
-263
493
$28.3K ﹤0.01%
360
-69
494
$28.2K ﹤0.01%
265
-76
495
$27.6K ﹤0.01%
49
+6
496
$27.6K ﹤0.01%
585
-345
497
$27.1K ﹤0.01%
396
+7
498
$27.1K ﹤0.01%
530
-25
499
$26.7K ﹤0.01%
433
-943
500
$26.6K ﹤0.01%
496
-197
18 19
20
21 22