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
551
$24K ﹤0.01%
1,582
-36
552
$24K ﹤0.01%
+253
553
$24K ﹤0.01%
155
-2
554
$24K ﹤0.01%
95
+1
555
$23K ﹤0.01%
564
-177
556
$23K ﹤0.01%
739
557
$23K ﹤0.01%
123
-1
558
$23K ﹤0.01%
1,763
+53
559
$23K ﹤0.01%
64
-23
560
$23K ﹤0.01%
157
-1
561
$23K ﹤0.01%
328
-38
562
$23K ﹤0.01%
330
563
$23K ﹤0.01%
342
+2
564
$22K ﹤0.01%
172
+1
565
$22K ﹤0.01%
+180
566
$22K ﹤0.01%
+101
567
$22K ﹤0.01%
403
-21
568
$22K ﹤0.01%
40
-15
569
$22K ﹤0.01%
509
570
$22K ﹤0.01%
+1,095
571
$22K ﹤0.01%
109
-50
572
$22K ﹤0.01%
304
573
$22K ﹤0.01%
+226
574
$21K ﹤0.01%
249
+12
575
$21K ﹤0.01%
1,438
+55
21 22
23
24 25