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
$582M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1 +$57.8M
2 +$55.6M
3 +$39.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$36.5M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$35.6M

Top Sells

No sells this quarter

Sector Composition

1 Energy 5.4%
2 Industrials 3.1%
3 Financials 2.87%
4 Consumer Staples 2.57%
5 Technology 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$10K ﹤0.01%
+242
527
$10K ﹤0.01%
+216
528
$10K ﹤0.01%
+445
529
$10K ﹤0.01%
+437
530
$10K ﹤0.01%
+187
531
$10K ﹤0.01%
+210
532
$10K ﹤0.01%
+230
533
$10K ﹤0.01%
+606
534
$9K ﹤0.01%
+1,152
535
$9K ﹤0.01%
+119
536
$9K ﹤0.01%
+714
537
$9K ﹤0.01%
+97
538
$9K ﹤0.01%
+165
539
$9K ﹤0.01%
+48
540
$9K ﹤0.01%
+261
541
$9K ﹤0.01%
+892
542
$9K ﹤0.01%
+62
543
$9K ﹤0.01%
+306
544
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+348
545
$9K ﹤0.01%
+100
546
$9K ﹤0.01%
+402
547
$9K ﹤0.01%
+243
548
$9K ﹤0.01%
+338
549
$9K ﹤0.01%
+133
550
$9K ﹤0.01%
+21