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
876
$3K ﹤0.01%
+67
877
$3K ﹤0.01%
142
-3,035
878
$3K ﹤0.01%
+24
879
$3K ﹤0.01%
+79
880
$3K ﹤0.01%
113
881
$3K ﹤0.01%
9
882
$3K ﹤0.01%
116
-7
883
$3K ﹤0.01%
29
884
$3K ﹤0.01%
+137
885
$3K ﹤0.01%
15
886
$3K ﹤0.01%
35
887
$3K ﹤0.01%
5
-1
888
$3K ﹤0.01%
63
889
$3K ﹤0.01%
97
890
$3K ﹤0.01%
22
+3
891
$3K ﹤0.01%
104
892
$3K ﹤0.01%
23
893
$3K ﹤0.01%
38
894
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77
-4
895
$3K ﹤0.01%
14
-10
896
$3K ﹤0.01%
123
897
$3K ﹤0.01%
55
+12
898
$3K ﹤0.01%
+16
899
$3K ﹤0.01%
52
900
$3K ﹤0.01%
50
+3
34 35
36
37 38