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
$978M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.84M
3
+$6.31M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.78M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.69M

Top Sells

1
+$81.9M
2
+$1.88M
3
+$1.01M
4
CRL icon
Charles River Laboratories
CRL
+$981K
5
SFNC icon
Simmons First National
SFNC
+$857K

Sector Composition

1 Technology 8.32%
2 Healthcare 4.9%
3 Financials 3.97%
4 Communication Services 3.34%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$21K ﹤0.01%
308
602
$21K ﹤0.01%
1,095
603
$21K ﹤0.01%
270
-10
604
$21K ﹤0.01%
301
-29
605
$21K ﹤0.01%
1,297
-285
606
$21K ﹤0.01%
98
607
$21K ﹤0.01%
128
+31
608
$21K ﹤0.01%
862
-70
609
$21K ﹤0.01%
446
610
$21K ﹤0.01%
142
+22
611
$20K ﹤0.01%
58
+1
612
$20K ﹤0.01%
394
+6
613
$20K ﹤0.01%
172
614
$20K ﹤0.01%
416
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615
$20K ﹤0.01%
83
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616
$20K ﹤0.01%
101
617
$20K ﹤0.01%
4,618
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618
$20K ﹤0.01%
195
-1,385
619
$20K ﹤0.01%
250
620
$20K ﹤0.01%
132
-4,320
621
$19K ﹤0.01%
177
-7
622
$19K ﹤0.01%
241
-63
623
$19K ﹤0.01%
560
+27
624
$19K ﹤0.01%
123
625
$19K ﹤0.01%
623
23 24
25
26 27