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
$886M
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,001
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.74M
3
+$8.25M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.29M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.87M

Top Sells

1
+$15.2M
2
+$4.4M
3
+$3.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.12M
5
SFNC icon
Simmons First National
SFNC
+$1.22M

Sector Composition

1 Technology 7.08%
2 Healthcare 4.25%
3 Financials 3.84%
4 Communication Services 2.83%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$2K ﹤0.01%
11
+7
877
$2K ﹤0.01%
11
-8
878
$2K ﹤0.01%
45
-9
879
$2K ﹤0.01%
16
-8
880
$2K ﹤0.01%
61
881
$2K ﹤0.01%
266
882
$2K ﹤0.01%
15
883
$2K ﹤0.01%
30
884
$2K ﹤0.01%
104
-16
885
$2K ﹤0.01%
3
886
$2K ﹤0.01%
36
-10
887
$2K ﹤0.01%
11
+5
888
$2K ﹤0.01%
9
+6
889
$2K ﹤0.01%
123
+44
890
$2K ﹤0.01%
43
-58
891
$2K ﹤0.01%
52
892
$2K ﹤0.01%
2
893
$2K ﹤0.01%
117
894
$2K ﹤0.01%
45
+27
895
$2K ﹤0.01%
+17
896
$2K ﹤0.01%
37
-3
897
$2K ﹤0.01%
16
-24
898
$2K ﹤0.01%
24
-30
899
$2K ﹤0.01%
17
-153
900
$2K ﹤0.01%
100
+58
34 35
36
37 38