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
$701M
AUM Growth
+$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.58M
3
+$4.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.1M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.62M

Top Sells

1
+$11.5M
2
+$7.94M
3
+$1.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.71M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.55M

Sector Composition

1 Energy 11.41%
2 Technology 4.79%
3 Financials 4.01%
4 Healthcare 3.81%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$8K ﹤0.01%
183
752
$8K ﹤0.01%
84
753
$8K ﹤0.01%
58
+4
754
$8K ﹤0.01%
29
-4
755
$8K ﹤0.01%
81
756
$8K ﹤0.01%
213
757
$8K ﹤0.01%
198
-41
758
$8K ﹤0.01%
85
+25
759
$8K ﹤0.01%
208
-33
760
$8K ﹤0.01%
265
761
$8K ﹤0.01%
120
+6
762
$7K ﹤0.01%
66
763
$7K ﹤0.01%
132
+54
764
$7K ﹤0.01%
400
765
$7K ﹤0.01%
74
-27
766
$7K ﹤0.01%
283
-76
767
$7K ﹤0.01%
323
768
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163
769
$7K ﹤0.01%
54
770
$7K ﹤0.01%
70
771
$7K ﹤0.01%
118
+17
772
$7K ﹤0.01%
203
773
$7K ﹤0.01%
+54
774
$7K ﹤0.01%
142
-6
775
$7K ﹤0.01%
413
29 30
31
32 33