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
801
$5K ﹤0.01%
817
+593
802
$5K ﹤0.01%
41
803
$5K ﹤0.01%
176
804
$5K ﹤0.01%
59
805
$5K ﹤0.01%
144
-24
806
$5K ﹤0.01%
144
807
$4K ﹤0.01%
98
808
$4K ﹤0.01%
217
-197
809
$4K ﹤0.01%
32
810
$4K ﹤0.01%
89
811
$4K ﹤0.01%
273
+170
812
$4K ﹤0.01%
14
813
$4K ﹤0.01%
58
814
$4K ﹤0.01%
88
815
$4K ﹤0.01%
84
816
$4K ﹤0.01%
105
817
$4K ﹤0.01%
171
-48
818
$4K ﹤0.01%
105
819
$4K ﹤0.01%
154
-9
820
$4K ﹤0.01%
292
821
$4K ﹤0.01%
123
-9
822
$4K ﹤0.01%
1
823
$4K ﹤0.01%
36
+17
824
$4K ﹤0.01%
145
-44
825
$4K ﹤0.01%
435
-390
31 32
33
34 35