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
676
$9.36K ﹤0.01%
318
-168
677
$9.28K ﹤0.01%
46
-43
678
$9.28K ﹤0.01%
203
-191
679
$9.28K ﹤0.01%
53
680
$9.27K ﹤0.01%
30
681
$9.22K ﹤0.01%
+16
682
$9.05K ﹤0.01%
481
-137
683
$8.92K ﹤0.01%
136
-43
684
$8.89K ﹤0.01%
296
+190
685
$8.88K ﹤0.01%
77
+22
686
$8.75K ﹤0.01%
123
-141
687
$8.7K ﹤0.01%
768
+40
688
$8.69K ﹤0.01%
348
689
$8.67K ﹤0.01%
125
-51
690
$8.67K ﹤0.01%
39
-58
691
$8.62K ﹤0.01%
35
+1
692
$8.56K ﹤0.01%
26
+3
693
$8.55K ﹤0.01%
55
-4
694
$8.54K ﹤0.01%
184
-64
695
$8.44K ﹤0.01%
454
+159
696
$8.34K ﹤0.01%
178
-281
697
$8.28K ﹤0.01%
547
+90
698
$8.24K ﹤0.01%
180
-166
699
$8.12K ﹤0.01%
35
700
$8.07K ﹤0.01%
74
+15
26 27
28
29 30