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
$978M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.84M
3
+$6.31M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.78M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.69M

Top Sells

1
+$81.9M
2
+$1.88M
3
+$1.01M
4
CRL icon
Charles River Laboratories
CRL
+$981K
5
SFNC icon
Simmons First National
SFNC
+$857K

Sector Composition

1 Technology 8.32%
2 Healthcare 4.9%
3 Financials 3.97%
4 Communication Services 3.34%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$29K ﹤0.01%
556
+38
527
$29K ﹤0.01%
368
528
$29K ﹤0.01%
353
-12
529
$29K ﹤0.01%
457
530
$29K ﹤0.01%
100
531
$29K ﹤0.01%
621
532
$29K ﹤0.01%
468
+47
533
$29K ﹤0.01%
676
+2
534
$29K ﹤0.01%
529
-43
535
$29K ﹤0.01%
584
-2
536
$29K ﹤0.01%
+3,000
537
$29K ﹤0.01%
1,344
538
$29K ﹤0.01%
427
-85
539
$28K ﹤0.01%
133
540
$28K ﹤0.01%
951
-202
541
$28K ﹤0.01%
506
+40
542
$28K ﹤0.01%
343
-17
543
$28K ﹤0.01%
+1,277
544
$28K ﹤0.01%
329
-25
545
$28K ﹤0.01%
832
546
$28K ﹤0.01%
4,281
-22
547
$27K ﹤0.01%
120
+3
548
$27K ﹤0.01%
+475
549
$27K ﹤0.01%
994
+7
550
$27K ﹤0.01%
662
-978
20 21
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