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
526
$28K ﹤0.01%
218
+4
527
$28K ﹤0.01%
522
528
$27K ﹤0.01%
847
529
$27K ﹤0.01%
133
530
$27K ﹤0.01%
+69
531
$27K ﹤0.01%
518
-119
532
$27K ﹤0.01%
+500
533
$27K ﹤0.01%
149
+3
534
$26K ﹤0.01%
4,303
+67
535
$26K ﹤0.01%
88
-1
536
$26K ﹤0.01%
586
-215
537
$26K ﹤0.01%
396
+15
538
$26K ﹤0.01%
318
539
$25K ﹤0.01%
1,689
-34
540
$25K ﹤0.01%
421
-988
541
$25K ﹤0.01%
8,899
-29
542
$25K ﹤0.01%
595
-73
543
$25K ﹤0.01%
6,418
+246
544
$25K ﹤0.01%
+466
545
$24K ﹤0.01%
117
+3
546
$24K ﹤0.01%
368
-205
547
$24K ﹤0.01%
113
+22
548
$24K ﹤0.01%
+210
549
$24K ﹤0.01%
582
+4
550
$24K ﹤0.01%
+2,500
20 21
22
23 24