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
501
$26K ﹤0.01%
1,409
-2,959
502
$26K ﹤0.01%
1,452
-147
503
$25K ﹤0.01%
929
-604
504
$25K ﹤0.01%
881
-99
505
$25K ﹤0.01%
705
+249
506
$25K ﹤0.01%
439
-352
507
$24K ﹤0.01%
292
-46
508
$24K ﹤0.01%
231
-33
509
$24K ﹤0.01%
160
-17
510
$24K ﹤0.01%
+480
511
$24K ﹤0.01%
1,123
-69
512
$24K ﹤0.01%
749
-183
513
$24K ﹤0.01%
204
514
$24K ﹤0.01%
414
-5
515
$24K ﹤0.01%
145
-3
516
$24K ﹤0.01%
292
-62
517
$24K ﹤0.01%
2,026
+185
518
$24K ﹤0.01%
144
-201
519
$24K ﹤0.01%
820
-62
520
$23K ﹤0.01%
186
521
$23K ﹤0.01%
95
-18
522
$23K ﹤0.01%
2,373
-773
523
$23K ﹤0.01%
254
-100
524
$23K ﹤0.01%
354
+145
525
$23K ﹤0.01%
354
-5
19 20
21
22 23