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
$886M
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,001
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.74M
3
+$8.25M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.29M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.87M

Top Sells

1
+$15.2M
2
+$4.4M
3
+$3.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.12M
5
SFNC icon
Simmons First National
SFNC
+$1.22M

Sector Composition

1 Technology 7.08%
2 Healthcare 4.25%
3 Financials 3.84%
4 Communication Services 2.83%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$27K ﹤0.01%
109
527
$27K ﹤0.01%
522
+248
528
$27K ﹤0.01%
195
+44
529
$26K ﹤0.01%
847
530
$26K ﹤0.01%
8,928
-3,660
531
$26K ﹤0.01%
675
-152
532
$26K ﹤0.01%
2,270
-82
533
$26K ﹤0.01%
133
534
$26K ﹤0.01%
55
+22
535
$26K ﹤0.01%
1,360
+48
536
$25K ﹤0.01%
110
-32
537
$25K ﹤0.01%
3,267
538
$25K ﹤0.01%
801
+366
539
$25K ﹤0.01%
1,618
-739
540
$25K ﹤0.01%
381
-63
541
$25K ﹤0.01%
94
-16
542
$24K ﹤0.01%
157
-24
543
$24K ﹤0.01%
158
-1
544
$24K ﹤0.01%
4,236
545
$24K ﹤0.01%
214
-8
546
$24K ﹤0.01%
1,296
-43
547
$24K ﹤0.01%
366
-435
548
$23K ﹤0.01%
1,291
549
$23K ﹤0.01%
2,682
550
$23K ﹤0.01%
290
20 21
22
23 24