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
826
$2.58K ﹤0.01%
19
-33
827
$2.56K ﹤0.01%
33
+25
828
$2.55K ﹤0.01%
75
829
$2.55K ﹤0.01%
8
830
$2.53K ﹤0.01%
27
831
$2.52K ﹤0.01%
34
-139
832
$2.52K ﹤0.01%
+409
833
$2.45K ﹤0.01%
9
-11
834
$2.44K ﹤0.01%
23
835
$2.43K ﹤0.01%
17
+12
836
$2.33K ﹤0.01%
120
-110
837
$2.3K ﹤0.01%
20
-52
838
$2.3K ﹤0.01%
375
-1,332
839
$2.3K ﹤0.01%
17
-13
840
$2.3K ﹤0.01%
13
-39
841
$2.25K ﹤0.01%
+26
842
$2.23K ﹤0.01%
73
-82
843
$2.22K ﹤0.01%
30
-47
844
$2.21K ﹤0.01%
11
845
$2.21K ﹤0.01%
19
-93
846
$2.19K ﹤0.01%
38
-9
847
$2.18K ﹤0.01%
31
+27
848
$2.08K ﹤0.01%
15
849
$2.06K ﹤0.01%
7
+5
850
$2.03K ﹤0.01%
+8
32 33
34
35 36