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
$701M
AUM Growth
+$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.58M
3
+$4.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.1M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.62M

Top Sells

1
+$11.5M
2
+$7.94M
3
+$1.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.71M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.55M

Sector Composition

1 Energy 11.41%
2 Technology 4.79%
3 Financials 4.01%
4 Healthcare 3.81%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.19%
8,010
+833
52
$1.26M 0.18%
19,756
-7,977
53
$1.26M 0.18%
15,364
-1,089
54
$1.18M 0.17%
8,162
-680
55
$1.15M 0.16%
3,526
-118
56
$1.11M 0.16%
21,363
-263
57
$1.1M 0.16%
23,007
+8,619
58
$1.08M 0.15%
27,174
-1,863
59
$1.03M 0.15%
10,948
+2,611
60
$1.02M 0.15%
7,954
-143
61
$1.02M 0.15%
20,358
-429
62
$1.01M 0.14%
3,093
-499
63
$1M 0.14%
51,770
-3,413
64
$1M 0.14%
17,337
-4,846
65
$993K 0.14%
5,495
+107
66
$970K 0.14%
7,768
-2,648
67
$940K 0.13%
4,432
+769
68
$893K 0.13%
6,747
-1,065
69
$862K 0.12%
20,290
-1,368
70
$859K 0.12%
20,846
-2,013
71
$858K 0.12%
9,078
+2,263
72
$840K 0.12%
3,848
-230
73
$789K 0.11%
13,182
-1,376
74
$783K 0.11%
7,726
-384
75
$780K 0.11%
6,508
-233
1 2
3
4 5