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
576
$17.4K ﹤0.01%
157
-4
577
$17.2K ﹤0.01%
167
+11
578
$17.1K ﹤0.01%
144
-9
579
$16.9K ﹤0.01%
319
+45
580
$16.6K ﹤0.01%
442
581
$16.5K ﹤0.01%
113
-97
582
$16.4K ﹤0.01%
339
-84
583
$16.3K ﹤0.01%
171
-25
584
$16.3K ﹤0.01%
209
-4
585
$16.2K ﹤0.01%
174
+20
586
$16.2K ﹤0.01%
461
+66
587
$16.1K ﹤0.01%
54
-85
588
$15.8K ﹤0.01%
194
-89
589
$15.7K ﹤0.01%
60
+1
590
$15.7K ﹤0.01%
82
+8
591
$15.6K ﹤0.01%
496
-549
592
$15.6K ﹤0.01%
223
+21
593
$15.4K ﹤0.01%
157
+7
594
$15.4K ﹤0.01%
88
-165
595
$15.4K ﹤0.01%
57
+7
596
$15.3K ﹤0.01%
131
-12
597
$15.3K ﹤0.01%
533
+94
598
$15.2K ﹤0.01%
111
599
$15.1K ﹤0.01%
1,424
-482
600
$15.1K ﹤0.01%
151
-93