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
$1.25B
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$3.24M
3
+$3.16M
4
ACN icon
Accenture
ACN
+$2.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.27M

Top Sells

1
+$22.7M
2
+$21.6M
3
+$17.9M
4
NVDA icon
NVIDIA
NVDA
+$4.08M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.45M

Sector Composition

1 Technology 13.91%
2 Healthcare 8.74%
3 Financials 5.8%
4 Utilities 4.38%
5 Communication Services 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$19.9K ﹤0.01%
135
552
$19.8K ﹤0.01%
350
-66
553
$19.8K ﹤0.01%
170
554
$19.8K ﹤0.01%
331
-180
555
$19.7K ﹤0.01%
280
556
$19.5K ﹤0.01%
155
-4
557
$19.4K ﹤0.01%
625
-41
558
$19.3K ﹤0.01%
67
-13
559
$19.2K ﹤0.01%
392
-621
560
$19.2K ﹤0.01%
15
+2
561
$19.1K ﹤0.01%
94
-27
562
$19K ﹤0.01%
186
-96
563
$18.9K ﹤0.01%
541
-281
564
$18.8K ﹤0.01%
194
565
$18.7K ﹤0.01%
555
-343
566
$18.6K ﹤0.01%
58
-8
567
$18.3K ﹤0.01%
126
+5
568
$18.1K ﹤0.01%
407
-143
569
$18.1K ﹤0.01%
92
-56
570
$18K ﹤0.01%
119
+12
571
$18K ﹤0.01%
4,257
-2,005
572
$17.8K ﹤0.01%
143
+14
573
$17.5K ﹤0.01%
46
-16
574
$17.5K ﹤0.01%
874
-1,064
575
$17.4K ﹤0.01%
96
21 22
23
24 25