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
$886M
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,001
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.74M
3
+$8.25M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.29M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.87M

Top Sells

1
+$15.2M
2
+$4.4M
3
+$3.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.12M
5
SFNC icon
Simmons First National
SFNC
+$1.22M

Sector Composition

1 Technology 7.08%
2 Healthcare 4.25%
3 Financials 3.84%
4 Communication Services 2.83%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$5K ﹤0.01%
33
802
$5K ﹤0.01%
236
803
$5K ﹤0.01%
37
+9
804
$5K ﹤0.01%
151
-2
805
$5K ﹤0.01%
448
-252
806
$5K ﹤0.01%
123
807
$5K ﹤0.01%
105
-19
808
$5K ﹤0.01%
68
+15
809
$5K ﹤0.01%
195
810
$5K ﹤0.01%
173
-137
811
$5K ﹤0.01%
111
+74
812
$5K ﹤0.01%
30
813
$5K ﹤0.01%
149
+49
814
$5K ﹤0.01%
37
815
$5K ﹤0.01%
148
816
$5K ﹤0.01%
99
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817
$5K ﹤0.01%
198
818
$5K ﹤0.01%
982
-1,870
819
$4K ﹤0.01%
108
820
$4K ﹤0.01%
20
821
$4K ﹤0.01%
317
822
$4K ﹤0.01%
106
823
$4K ﹤0.01%
48
824
$4K ﹤0.01%
80
825
$4K ﹤0.01%
155
31 32
33
34 35