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
626
$15K ﹤0.01%
38
627
$15K ﹤0.01%
357
+27
628
$15K ﹤0.01%
96
-31
629
$14K ﹤0.01%
115
-43
630
$14K ﹤0.01%
127
631
$14K ﹤0.01%
116
632
$14K ﹤0.01%
265
-223
633
$14K ﹤0.01%
103
-8
634
$14K ﹤0.01%
100
-23
635
$14K ﹤0.01%
140
636
$14K ﹤0.01%
+500
637
$14K ﹤0.01%
301
+21
638
$14K ﹤0.01%
512
-154
639
$14K ﹤0.01%
1,116
-266
640
$14K ﹤0.01%
110
641
$13K ﹤0.01%
69
-12
642
$13K ﹤0.01%
565
+9
643
$13K ﹤0.01%
362
+60
644
$13K ﹤0.01%
170
-2
645
$13K ﹤0.01%
128
-63
646
$13K ﹤0.01%
162
647
$13K ﹤0.01%
498
-5
648
$13K ﹤0.01%
40
-10
649
$13K ﹤0.01%
105
650
$13K ﹤0.01%
56
-18
24 25
26
27 28