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
$1.25B
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1 +$8.57M
2 +$3.24M
3 +$3.16M
4
ACN icon
Accenture
ACN
+$2.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.27M

Top Sells

1 +$22.7M
2 +$21.6M
3 +$17.9M
4
NVDA icon
NVIDIA
NVDA
+$4.08M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.45M

Sector Composition

1 Technology 13.91%
2 Healthcare 8.74%
3 Financials 5.8%
4 Utilities 4.38%
5 Communication Services 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$3.94K ﹤0.01%
316
-126
777
$3.93K ﹤0.01%
61
-34
778
$3.88K ﹤0.01%
16
-10
779
$3.87K ﹤0.01%
77
780
$3.87K ﹤0.01%
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-118
781
$3.84K ﹤0.01%
36
-21
782
$3.84K ﹤0.01%
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-46
783
$3.8K ﹤0.01%
17
784
$3.77K ﹤0.01%
58
+5
785
$3.75K ﹤0.01%
93
+8
786
$3.74K ﹤0.01%
68
-222
787
$3.71K ﹤0.01%
293
+259
788
$3.7K ﹤0.01%
189
-48
789
$3.65K ﹤0.01%
20
+13
790
$3.62K ﹤0.01%
15
791
$3.54K ﹤0.01%
85
-18
792
$3.43K ﹤0.01%
28
793
$3.43K ﹤0.01%
600
794
$3.37K ﹤0.01%
14
+2
795
$3.37K ﹤0.01%
59
796
$3.34K ﹤0.01%
32
-7
797
$3.33K ﹤0.01%
81
+45
798
$3.33K ﹤0.01%
33
799
$3.28K ﹤0.01%
18
-9
800
$3.24K ﹤0.01%
25