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
676
$11K ﹤0.01%
+166
677
$11K ﹤0.01%
197
-174
678
$11K ﹤0.01%
68
-23
679
$11K ﹤0.01%
425
+167
680
$11K ﹤0.01%
97
681
$11K ﹤0.01%
192
+131
682
$11K ﹤0.01%
356
683
$11K ﹤0.01%
456
-200
684
$11K ﹤0.01%
264
685
$11K ﹤0.01%
657
+108
686
$11K ﹤0.01%
84
-15
687
$11K ﹤0.01%
177
+24
688
$11K ﹤0.01%
135
+22
689
$11K ﹤0.01%
106
690
$11K ﹤0.01%
19
-17
691
$11K ﹤0.01%
258
+32
692
$11K ﹤0.01%
107
693
$11K ﹤0.01%
176
+16
694
$10K ﹤0.01%
353
695
$10K ﹤0.01%
69
-50
696
$10K ﹤0.01%
92
+14
697
$10K ﹤0.01%
67
698
$10K ﹤0.01%
86
-15
699
$10K ﹤0.01%
410
+107
700
$10K ﹤0.01%
60
+13
26 27
28
29 30