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
801
$2K ﹤0.01%
76
-10
802
$2K ﹤0.01%
74
803
$2K ﹤0.01%
48
804
$2K ﹤0.01%
224
-186
805
$2K ﹤0.01%
+52
806
$2K ﹤0.01%
30
807
$2K ﹤0.01%
65
808
$2K ﹤0.01%
3
809
$2K ﹤0.01%
17
810
$2K ﹤0.01%
87
811
$2K ﹤0.01%
+82
812
$2K ﹤0.01%
44
813
$2K ﹤0.01%
13
814
$2K ﹤0.01%
103
815
$2K ﹤0.01%
62
-74
816
$2K ﹤0.01%
26
817
$2K ﹤0.01%
4
-5
818
$2K ﹤0.01%
20
819
$2K ﹤0.01%
+19
820
$2K ﹤0.01%
103
821
$2K ﹤0.01%
32
822
$2K ﹤0.01%
48
-121
823
$2K ﹤0.01%
31
824
$2K ﹤0.01%
48
825
$2K ﹤0.01%
102
-36
31 32
33
34 35