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
$978M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.84M
3
+$6.31M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.78M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.69M

Top Sells

1
+$81.9M
2
+$1.88M
3
+$1.01M
4
CRL icon
Charles River Laboratories
CRL
+$981K
5
SFNC icon
Simmons First National
SFNC
+$857K

Sector Composition

1 Technology 8.32%
2 Healthcare 4.9%
3 Financials 3.97%
4 Communication Services 3.34%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$5K ﹤0.01%
+13
827
$5K ﹤0.01%
26
-912
828
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68
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829
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220
830
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269
-599
831
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17
+5
832
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41
833
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30
-8
834
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835
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42
836
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837
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36
838
$4K ﹤0.01%
51
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839
$4K ﹤0.01%
20
840
$4K ﹤0.01%
108
841
$4K ﹤0.01%
28
+5
842
$4K ﹤0.01%
106
843
$4K ﹤0.01%
+33
844
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34
845
$4K ﹤0.01%
67
846
$4K ﹤0.01%
46
+11
847
$4K ﹤0.01%
76
848
$4K ﹤0.01%
144
-209
849
$4K ﹤0.01%
63
850
$4K ﹤0.01%
48
32 33
34
35 36