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
$978M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.84M
3
+$6.31M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.78M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.69M

Top Sells

1
+$81.9M
2
+$1.88M
3
+$1.01M
4
CRL icon
Charles River Laboratories
CRL
+$981K
5
SFNC icon
Simmons First National
SFNC
+$857K

Sector Composition

1 Technology 8.32%
2 Healthcare 4.9%
3 Financials 3.97%
4 Communication Services 3.34%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$9K ﹤0.01%
34
752
$9K ﹤0.01%
602
+62
753
$9K ﹤0.01%
348
754
$9K ﹤0.01%
64
-2
755
$9K ﹤0.01%
182
-98
756
$9K ﹤0.01%
174
757
$9K ﹤0.01%
54
+5
758
$8K ﹤0.01%
166
759
$8K ﹤0.01%
1,676
-32
760
$8K ﹤0.01%
40
-28
761
$8K ﹤0.01%
40
762
$8K ﹤0.01%
57
+7
763
$8K ﹤0.01%
106
764
$8K ﹤0.01%
26
765
$8K ﹤0.01%
83
-17
766
$8K ﹤0.01%
89
+3
767
$8K ﹤0.01%
193
-85
768
$8K ﹤0.01%
264
+37
769
$8K ﹤0.01%
6
770
$8K ﹤0.01%
345
771
$8K ﹤0.01%
175
-34
772
$8K ﹤0.01%
213
773
$8K ﹤0.01%
145
+41
774
$8K ﹤0.01%
68
775
$8K ﹤0.01%
23
29 30
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32 33