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
701
$10K ﹤0.01%
100
-35
702
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343
703
$10K ﹤0.01%
404
+4
704
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226
-17
705
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135
+14
706
$10K ﹤0.01%
1,892
-1,971
707
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47
-27
708
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209
709
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210
-79
710
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78
711
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712
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-93
713
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265
714
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45
-31
715
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29
716
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59
-129
717
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21
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718
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540
719
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117
720
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94
-64
721
$9K ﹤0.01%
102
-13
722
$9K ﹤0.01%
52
723
$9K ﹤0.01%
122
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724
$9K ﹤0.01%
263
-131
725
$9K ﹤0.01%
71
-17
27 28
29
30 31