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
826
$4K ﹤0.01%
64
-22
827
$4K ﹤0.01%
236
-127
828
$4K ﹤0.01%
134
-20
829
$4K ﹤0.01%
66
830
$4K ﹤0.01%
63
-14
831
$4K ﹤0.01%
89
-50
832
$4K ﹤0.01%
189
-82
833
$4K ﹤0.01%
240
834
$4K ﹤0.01%
138
835
$4K ﹤0.01%
197
+176
836
$4K ﹤0.01%
83
-32
837
$3K ﹤0.01%
649
-1,689
838
$3K ﹤0.01%
39
839
$3K ﹤0.01%
76
840
$3K ﹤0.01%
149
841
$3K ﹤0.01%
127
842
$3K ﹤0.01%
71
843
$3K ﹤0.01%
37
844
$3K ﹤0.01%
173
845
$3K ﹤0.01%
231
846
$3K ﹤0.01%
72
-177
847
$3K ﹤0.01%
87
848
$3K ﹤0.01%
132
849
$3K ﹤0.01%
75
-7
850
$3K ﹤0.01%
120
-73
32 33
34
35 36