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
826
$2K ﹤0.01%
181
827
$2K ﹤0.01%
+115
828
$2K ﹤0.01%
52
829
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14
+2
830
$2K ﹤0.01%
41
831
$2K ﹤0.01%
31
832
$2K ﹤0.01%
39
833
$2K ﹤0.01%
3
-65
834
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49
835
$2K ﹤0.01%
34
836
$2K ﹤0.01%
27
837
$2K ﹤0.01%
+64
838
$2K ﹤0.01%
28
-302
839
$2K ﹤0.01%
29
-149
840
$2K ﹤0.01%
74
841
$2K ﹤0.01%
72
842
$2K ﹤0.01%
71
843
$2K ﹤0.01%
24
844
$1K ﹤0.01%
35
845
$1K ﹤0.01%
16
846
$1K ﹤0.01%
41
847
$1K ﹤0.01%
23
848
$1K ﹤0.01%
66
-48
849
$1K ﹤0.01%
30
850
$1K ﹤0.01%
5
32 33
34
35 36