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
$683M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$7.4M
3
+$6.75M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.55M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.51M

Top Sells

1
+$6.74M
2
+$5.18M
3
+$3.84M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.49M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.1M

Sector Composition

1 Energy 15.82%
2 Technology 3.66%
3 Healthcare 3.17%
4 Consumer Staples 2.93%
5 Financials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$9K ﹤0.01%
237
-37
677
$9K ﹤0.01%
196
-29
678
$9K ﹤0.01%
195
+47
679
$8K ﹤0.01%
146
-98
680
$8K ﹤0.01%
102
681
$8K ﹤0.01%
54
+5
682
$8K ﹤0.01%
51
+10
683
$8K ﹤0.01%
55
684
$8K ﹤0.01%
217
685
$8K ﹤0.01%
378
-145
686
$8K ﹤0.01%
233
+124
687
$8K ﹤0.01%
33
688
$8K ﹤0.01%
444
-342
689
$8K ﹤0.01%
1,345
-555
690
$8K ﹤0.01%
141
691
$8K ﹤0.01%
213
692
$8K ﹤0.01%
147
-162
693
$8K ﹤0.01%
350
-291
694
$7K ﹤0.01%
204
-53
695
$7K ﹤0.01%
183
696
$7K ﹤0.01%
317
+33
697
$7K ﹤0.01%
84
698
$7K ﹤0.01%
414
-3,030
699
$7K ﹤0.01%
101
+15
700
$7K ﹤0.01%
152
+81
26 27
28
29 30