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
576
$21K ﹤0.01%
609
-233
577
$21K ﹤0.01%
621
-121
578
$21K ﹤0.01%
182
579
$21K ﹤0.01%
265
-2,572
580
$21K ﹤0.01%
280
-2
581
$21K ﹤0.01%
932
-16
582
$21K ﹤0.01%
561
-53
583
$21K ﹤0.01%
446
+8
584
$20K ﹤0.01%
57
585
$20K ﹤0.01%
623
-1
586
$20K ﹤0.01%
290
587
$20K ﹤0.01%
205
588
$20K ﹤0.01%
184
+10
589
$20K ﹤0.01%
540
-90
590
$20K ﹤0.01%
308
-1
591
$20K ﹤0.01%
100
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592
$20K ﹤0.01%
64
593
$20K ﹤0.01%
1,485
-1
594
$19K ﹤0.01%
80
-30
595
$19K ﹤0.01%
302
-1,457
596
$19K ﹤0.01%
388
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597
$19K ﹤0.01%
597
-10
598
$19K ﹤0.01%
183
599
$19K ﹤0.01%
79
+1
600
$19K ﹤0.01%
533
22 23
24
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