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
726
$9K ﹤0.01%
19
-18
727
$9K ﹤0.01%
355
-346
728
$9K ﹤0.01%
303
729
$9K ﹤0.01%
172
-4
730
$9K ﹤0.01%
409
731
$9K ﹤0.01%
2,242
-200
732
$9K ﹤0.01%
116
-8
733
$9K ﹤0.01%
45
+6
734
$9K ﹤0.01%
172
+72
735
$9K ﹤0.01%
35
+9
736
$8K ﹤0.01%
174
737
$8K ﹤0.01%
99
+31
738
$8K ﹤0.01%
48
-23
739
$8K ﹤0.01%
54
740
$8K ﹤0.01%
51
741
$8K ﹤0.01%
82
742
$8K ﹤0.01%
70
+14
743
$8K ﹤0.01%
131
-65
744
$8K ﹤0.01%
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-29
745
$8K ﹤0.01%
44
746
$8K ﹤0.01%
40
747
$8K ﹤0.01%
600
748
$8K ﹤0.01%
66
-30
749
$8K ﹤0.01%
21
+4
750
$8K ﹤0.01%
315
+101
28 29
30
31 32