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
801
$3.23K ﹤0.01%
73
-674
802
$3.2K ﹤0.01%
17
+4
803
$3.18K ﹤0.01%
23
-3
804
$3.17K ﹤0.01%
201
805
$3.16K ﹤0.01%
738
+104
806
$3.15K ﹤0.01%
2
807
$3.13K ﹤0.01%
56
808
$3.1K ﹤0.01%
156
-131
809
$3.09K ﹤0.01%
6
810
$3.07K ﹤0.01%
205
-168
811
$3.05K ﹤0.01%
28
-3
812
$3K ﹤0.01%
12
-7
813
$3K ﹤0.01%
59
-115
814
$2.95K ﹤0.01%
88
815
$2.87K ﹤0.01%
101
+32
816
$2.83K ﹤0.01%
219
-250
817
$2.79K ﹤0.01%
106
-13
818
$2.78K ﹤0.01%
14
-11
819
$2.77K ﹤0.01%
52
820
$2.77K ﹤0.01%
75
-64
821
$2.77K ﹤0.01%
206
+87
822
$2.75K ﹤0.01%
275
-102
823
$2.73K ﹤0.01%
23
-19,252
824
$2.73K ﹤0.01%
48
+3
825
$2.71K ﹤0.01%
5
+4
31 32
33
34 35