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
51
$2.15M 0.24%
161,280
+33,240
52
$2.15M 0.24%
12,232
+1,673
53
$2.1M 0.24%
11,104
+3,482
54
$2.05M 0.23%
130,401
+15,916
55
$2.01M 0.23%
37,866
+2,563
56
$1.96M 0.22%
7,890
+686
57
$1.83M 0.21%
21,612
+5,482
58
$1.79M 0.2%
13,487
+4,206
59
$1.76M 0.2%
9,540
+810
60
$1.65M 0.19%
7,769
+1,046
61
$1.59M 0.18%
3,495
+658
62
$1.57M 0.18%
15,220
+2,780
63
$1.53M 0.17%
26,277
+21,098
64
$1.52M 0.17%
24,841
+2,619
65
$1.49M 0.17%
9,482
+1,128
66
$1.46M 0.16%
27,005
+5,438
67
$1.43M 0.16%
27,207
+1,486
68
$1.42M 0.16%
18,711
+2,042
69
$1.39M 0.16%
13,520
+260
70
$1.36M 0.15%
29,750
+3,455
71
$1.35M 0.15%
10,006
+638
72
$1.33M 0.15%
17,593
+6,945
73
$1.31M 0.15%
23,679
+21,947
74
$1.3M 0.15%
8,083
+2,546
75
$1.28M 0.14%
36,050
+15,040
1 2
3
4 5