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
501
$30K ﹤0.01%
20
502
$30K ﹤0.01%
315
-51
503
$30K ﹤0.01%
565
+1
504
$30K ﹤0.01%
987
-113
505
$30K ﹤0.01%
457
-474
506
$30K ﹤0.01%
+205
507
$30K ﹤0.01%
219
508
$30K ﹤0.01%
5,848
+229
509
$30K ﹤0.01%
369
-2
510
$30K ﹤0.01%
390
511
$30K ﹤0.01%
228
512
$29K ﹤0.01%
832
513
$29K ﹤0.01%
674
-1
514
$29K ﹤0.01%
779
+3
515
$29K ﹤0.01%
351
-8
516
$29K ﹤0.01%
552
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517
$29K ﹤0.01%
360
-2
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$29K ﹤0.01%
201
519
$29K ﹤0.01%
368
520
$29K ﹤0.01%
258
521
$29K ﹤0.01%
365
522
$29K ﹤0.01%
+211
523
$28K ﹤0.01%
1,065
-5
524
$28K ﹤0.01%
1,275
-16
525
$28K ﹤0.01%
387
-119
19 20
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22 23