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
551
$9K ﹤0.01%
+133
552
$9K ﹤0.01%
+387
553
$9K ﹤0.01%
+391
554
$9K ﹤0.01%
+191
555
$9K ﹤0.01%
+262
556
$8K ﹤0.01%
+217
557
$8K ﹤0.01%
+190
558
$8K ﹤0.01%
+152
559
$8K ﹤0.01%
+159
560
$8K ﹤0.01%
+681
561
$8K ﹤0.01%
+234
562
$8K ﹤0.01%
+271
563
$8K ﹤0.01%
+115
564
$8K ﹤0.01%
+200
565
$8K ﹤0.01%
+62
566
$8K ﹤0.01%
+136
567
$8K ﹤0.01%
+121
568
$8K ﹤0.01%
+391
569
$8K ﹤0.01%
+216
570
$8K ﹤0.01%
+14,760
571
$8K ﹤0.01%
+136
572
$8K ﹤0.01%
+177
573
$8K ﹤0.01%
+116
574
$8K ﹤0.01%
+96
575
$8K ﹤0.01%
+167