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
601
$19K ﹤0.01%
+613
602
$19K ﹤0.01%
373
-29
603
$19K ﹤0.01%
123
604
$19K ﹤0.01%
252
605
$19K ﹤0.01%
49
+3
606
$19K ﹤0.01%
216
607
$19K ﹤0.01%
98
608
$19K ﹤0.01%
48
-25
609
$18K ﹤0.01%
+1,000
610
$18K ﹤0.01%
92
611
$18K ﹤0.01%
190
+97
612
$18K ﹤0.01%
39
+1
613
$18K ﹤0.01%
294
614
$18K ﹤0.01%
4,177
-63
615
$18K ﹤0.01%
250
616
$18K ﹤0.01%
+868
617
$18K ﹤0.01%
468
+31
618
$17K ﹤0.01%
119
+3
619
$17K ﹤0.01%
556
620
$17K ﹤0.01%
467
+23
621
$17K ﹤0.01%
150
+4
622
$17K ﹤0.01%
97
+28
623
$17K ﹤0.01%
284
-178
624
$17K ﹤0.01%
2,606
625
$17K ﹤0.01%
100
+46
23 24
25
26 27