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
751
$4K ﹤0.01%
+224
752
$4K ﹤0.01%
164
-148
753
$4K ﹤0.01%
20
754
$4K ﹤0.01%
63
755
$4K ﹤0.01%
163
-326
756
$4K ﹤0.01%
292
757
$4K ﹤0.01%
132
758
$4K ﹤0.01%
189
-142
759
$4K ﹤0.01%
36
760
$4K ﹤0.01%
396
+35
761
$4K ﹤0.01%
79
762
$4K ﹤0.01%
41
763
$4K ﹤0.01%
56
+2
764
$4K ﹤0.01%
56
+43
765
$4K ﹤0.01%
98
766
$4K ﹤0.01%
140
-283
767
$4K ﹤0.01%
618
-1,395
768
$4K ﹤0.01%
732
-1,011
769
$4K ﹤0.01%
83
-113
770
$3K ﹤0.01%
76
771
$3K ﹤0.01%
149
772
$3K ﹤0.01%
350
-1,912
773
$3K ﹤0.01%
92
774
$3K ﹤0.01%
58
-44
775
$3K ﹤0.01%
69
-68
29 30
31
32 33