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
851
$1.99K ﹤0.01%
56
-96
852
$1.9K ﹤0.01%
+14
853
$1.89K ﹤0.01%
32
-28
854
$1.87K ﹤0.01%
47
-79
855
$1.87K ﹤0.01%
+14
856
$1.84K ﹤0.01%
27
-178
857
$1.83K ﹤0.01%
+5
858
$1.82K ﹤0.01%
96
859
$1.82K ﹤0.01%
33
-4
860
$1.8K ﹤0.01%
+15
861
$1.79K ﹤0.01%
8
-33
862
$1.73K ﹤0.01%
+21
863
$1.71K ﹤0.01%
+103
864
$1.7K ﹤0.01%
+89
865
$1.69K ﹤0.01%
34
-34
866
$1.68K ﹤0.01%
45
867
$1.66K ﹤0.01%
20
+15
868
$1.62K ﹤0.01%
27
-39
869
$1.6K ﹤0.01%
3
-97
870
$1.6K ﹤0.01%
28
-48
871
$1.59K ﹤0.01%
+30
872
$1.56K ﹤0.01%
22
873
$1.48K ﹤0.01%
+20
874
$1.41K ﹤0.01%
+22
875
$1.38K ﹤0.01%
37
-27
33 34
35
36 37