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
551
$23K ﹤0.01%
124
-20
552
$23K ﹤0.01%
+791
553
$23K ﹤0.01%
578
-8
554
$23K ﹤0.01%
318
555
$23K ﹤0.01%
73
-28
556
$23K ﹤0.01%
360
-147
557
$22K ﹤0.01%
340
558
$22K ﹤0.01%
948
-166
559
$22K ﹤0.01%
146
-3,972
560
$22K ﹤0.01%
89
-61
561
$21K ﹤0.01%
114
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562
$21K ﹤0.01%
241
+169
563
$21K ﹤0.01%
1,710
564
$21K ﹤0.01%
424
-48
565
$21K ﹤0.01%
630
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566
$21K ﹤0.01%
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567
$21K ﹤0.01%
6,172
-3,312
568
$21K ﹤0.01%
+794
569
$21K ﹤0.01%
282
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570
$21K ﹤0.01%
+304
571
$20K ﹤0.01%
205
+12
572
$20K ﹤0.01%
64
+10
573
$20K ﹤0.01%
216
-5
574
$19K ﹤0.01%
182
-19
575
$19K ﹤0.01%
+5,000
21 22
23
24 25