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
576
$19K ﹤0.01%
402
-316
577
$19K ﹤0.01%
+252
578
$19K ﹤0.01%
509
-285
579
$19K ﹤0.01%
330
-71
580
$19K ﹤0.01%
57
581
$19K ﹤0.01%
607
-236
582
$19K ﹤0.01%
+437
583
$19K ﹤0.01%
174
584
$19K ﹤0.01%
142
-38
585
$18K ﹤0.01%
624
+33
586
$18K ﹤0.01%
91
-54
587
$18K ﹤0.01%
98
588
$18K ﹤0.01%
438
589
$18K ﹤0.01%
171
-28
590
$18K ﹤0.01%
541
+53
591
$18K ﹤0.01%
183
-11
592
$18K ﹤0.01%
533
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593
$18K ﹤0.01%
123
594
$18K ﹤0.01%
309
+22
595
$18K ﹤0.01%
294
596
$18K ﹤0.01%
195
-1,841
597
$17K ﹤0.01%
444
+29
598
$17K ﹤0.01%
237
+10
599
$17K ﹤0.01%
1,383
-267
600
$17K ﹤0.01%
82
-36
22 23
24
25 26