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
$1B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.79M
3
+$7.84M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.5M

Top Sells

1
+$6.15M
2
+$1.37M
3
+$1.07M
4
CSCO icon
Cisco
CSCO
+$1.06M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$958K

Sector Composition

1 Technology 7.35%
2 Healthcare 4.77%
3 Financials 3.56%
4 Consumer Discretionary 2.95%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$11K ﹤0.01%
176
727
$10K ﹤0.01%
172
728
$10K ﹤0.01%
166
729
$10K ﹤0.01%
94
730
$10K ﹤0.01%
69
731
$10K ﹤0.01%
85
-7
732
$10K ﹤0.01%
21
733
$10K ﹤0.01%
319
+16
734
$10K ﹤0.01%
59
-1
735
$10K ﹤0.01%
75
-9
736
$10K ﹤0.01%
326
-108
737
$10K ﹤0.01%
116
738
$10K ﹤0.01%
781
739
$10K ﹤0.01%
75
-3
740
$10K ﹤0.01%
183
741
$10K ﹤0.01%
424
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742
$10K ﹤0.01%
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743
$10K ﹤0.01%
44
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744
$10K ﹤0.01%
34
-1
745
$9K ﹤0.01%
540
746
$9K ﹤0.01%
102
747
$9K ﹤0.01%
36
-16
748
$9K ﹤0.01%
66
-1
749
$9K ﹤0.01%
49
+1
750
$9K ﹤0.01%
58
+5
28 29
30
31 32