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
726
$5K ﹤0.01%
200
727
$5K ﹤0.01%
128
+75
728
$5K ﹤0.01%
106
-34
729
$5K ﹤0.01%
38
730
$5K ﹤0.01%
53
-72
731
$5K ﹤0.01%
44
-18
732
$5K ﹤0.01%
85
+7
733
$5K ﹤0.01%
203
-180
734
$5K ﹤0.01%
+319
735
$5K ﹤0.01%
236
-144
736
$5K ﹤0.01%
59
-79
737
$5K ﹤0.01%
168
-3
738
$5K ﹤0.01%
+132
739
$5K ﹤0.01%
240
740
$5K ﹤0.01%
144
+31
741
$5K ﹤0.01%
94
742
$5K ﹤0.01%
128
-52
743
$4K ﹤0.01%
98
744
$4K ﹤0.01%
3
745
$4K ﹤0.01%
92
746
$4K ﹤0.01%
14
747
$4K ﹤0.01%
122
-35
748
$4K ﹤0.01%
84
749
$4K ﹤0.01%
269
750
$4K ﹤0.01%
231
28 29
30
31 32