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
551
$19K ﹤0.01%
1,448
-594
552
$19K ﹤0.01%
2,187
-167
553
$19K ﹤0.01%
186
+14
554
$19K ﹤0.01%
571
-202
555
$19K ﹤0.01%
604
+40
556
$19K ﹤0.01%
311
+22
557
$19K ﹤0.01%
165
558
$19K ﹤0.01%
107
-19
559
$19K ﹤0.01%
200
-2
560
$19K ﹤0.01%
677
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561
$19K ﹤0.01%
190
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562
$18K ﹤0.01%
375
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563
$18K ﹤0.01%
155
-25
564
$18K ﹤0.01%
6,301
-2,348
565
$18K ﹤0.01%
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566
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567
$18K ﹤0.01%
184
568
$17K ﹤0.01%
397
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569
$17K ﹤0.01%
132
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570
$17K ﹤0.01%
1,244
-249
571
$17K ﹤0.01%
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572
$17K ﹤0.01%
89
-18
573
$17K ﹤0.01%
61
-5
574
$17K ﹤0.01%
604
575
$17K ﹤0.01%
695
-101
21 22
23
24 25