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
526
$23K ﹤0.01%
1,963
+1,427
527
$23K ﹤0.01%
821
-50
528
$23K ﹤0.01%
48
529
$23K ﹤0.01%
871
-214
530
$22K ﹤0.01%
854
-215
531
$22K ﹤0.01%
173
-7
532
$22K ﹤0.01%
237
-30
533
$22K ﹤0.01%
1,779
534
$22K ﹤0.01%
350
535
$22K ﹤0.01%
975
536
$21K ﹤0.01%
1,271
-57
537
$21K ﹤0.01%
371
-52
538
$21K ﹤0.01%
804
+26
539
$21K ﹤0.01%
263
-1,096
540
$21K ﹤0.01%
170
541
$21K ﹤0.01%
355
+14
542
$21K ﹤0.01%
714
-181
543
$20K ﹤0.01%
184
544
$20K ﹤0.01%
69
-45
545
$20K ﹤0.01%
302
+216
546
$20K ﹤0.01%
765
-525
547
$20K ﹤0.01%
184
548
$20K ﹤0.01%
1,095
-467
549
$20K ﹤0.01%
2,948
-1,148
550
$19K ﹤0.01%
3,340
+613
20 21
22
23 24