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
701
$7K ﹤0.01%
90
702
$7K ﹤0.01%
86
-14
703
$7K ﹤0.01%
81
704
$7K ﹤0.01%
154
-31
705
$7K ﹤0.01%
+53
706
$7K ﹤0.01%
124
+57
707
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414
-145
708
$7K ﹤0.01%
926
+133
709
$7K ﹤0.01%
70
710
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148
-87
711
$7K ﹤0.01%
199
712
$7K ﹤0.01%
1,191
713
$7K ﹤0.01%
163
-59
714
$6K ﹤0.01%
164
-66
715
$6K ﹤0.01%
430
-166
716
$6K ﹤0.01%
594
-187
717
$6K ﹤0.01%
61
+12
718
$6K ﹤0.01%
86
-38
719
$6K ﹤0.01%
101
720
$6K ﹤0.01%
265
721
$6K ﹤0.01%
139
+12
722
$6K ﹤0.01%
271
723
$6K ﹤0.01%
1,145
724
$6K ﹤0.01%
+231
725
$5K ﹤0.01%
59
27 28
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30 31