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
$1B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.79M
3
+$7.84M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.5M

Top Sells

1
+$6.15M
2
+$1.37M
3
+$1.07M
4
CSCO icon
Cisco
CSCO
+$1.06M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$958K

Sector Composition

1 Technology 7.35%
2 Healthcare 4.77%
3 Financials 3.56%
4 Consumer Discretionary 2.95%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$5K ﹤0.01%
24
-11
827
$5K ﹤0.01%
46
-23
828
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37
829
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42
-14
830
$5K ﹤0.01%
58
-21
831
$5K ﹤0.01%
148
832
$5K ﹤0.01%
20
833
$5K ﹤0.01%
951
-31
834
$5K ﹤0.01%
1
835
$5K ﹤0.01%
49
-553
836
$5K ﹤0.01%
79
+42
837
$5K ﹤0.01%
90
838
$5K ﹤0.01%
36
-1
839
$5K ﹤0.01%
144
-7
840
$5K ﹤0.01%
98
-1,011
841
$4K ﹤0.01%
28
+6
842
$4K ﹤0.01%
86
843
$4K ﹤0.01%
41
844
$4K ﹤0.01%
19
845
$4K ﹤0.01%
+270
846
$4K ﹤0.01%
362
+45
847
$4K ﹤0.01%
106
848
$4K ﹤0.01%
+80
849
$4K ﹤0.01%
48
850
$4K ﹤0.01%
80
32 33
34
35 36