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
651
$10.9K ﹤0.01%
283
+42
652
$10.9K ﹤0.01%
260
-133
653
$10.8K ﹤0.01%
315
-1
654
$10.8K ﹤0.01%
87
655
$10.6K ﹤0.01%
47
-51
656
$10.5K ﹤0.01%
128
-74
657
$10.4K ﹤0.01%
79
658
$10.4K ﹤0.01%
1,264
+63
659
$10.4K ﹤0.01%
92
-198
660
$10.4K ﹤0.01%
35
661
$10.4K ﹤0.01%
363
-232
662
$10.3K ﹤0.01%
76
-12
663
$10.2K ﹤0.01%
34
-4
664
$10.2K ﹤0.01%
105
665
$10K ﹤0.01%
449
-122
666
$10K ﹤0.01%
105
-27
667
$9.92K ﹤0.01%
272
-19
668
$9.86K ﹤0.01%
+12
669
$9.71K ﹤0.01%
94
-28
670
$9.7K ﹤0.01%
77
-9
671
$9.69K ﹤0.01%
196
-90
672
$9.68K ﹤0.01%
+60
673
$9.65K ﹤0.01%
1,160
-917
674
$9.54K ﹤0.01%
336
675
$9.43K ﹤0.01%
580
-67
25 26
27
28 29