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
$683M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$7.4M
3
+$6.75M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.55M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.51M

Top Sells

1
+$6.74M
2
+$5.18M
3
+$3.84M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.49M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.1M

Sector Composition

1 Energy 15.82%
2 Technology 3.66%
3 Healthcare 3.17%
4 Consumer Staples 2.93%
5 Financials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$1K ﹤0.01%
20
902
$1K ﹤0.01%
46
903
$1K ﹤0.01%
57
904
$1K ﹤0.01%
7
-9
905
$1K ﹤0.01%
20
906
$1K ﹤0.01%
18
907
$1K ﹤0.01%
25
908
$1K ﹤0.01%
37
909
$1K ﹤0.01%
14
-635
910
$1K ﹤0.01%
+1,000
911
$1K ﹤0.01%
10
912
$1K ﹤0.01%
117
913
$1K ﹤0.01%
32
914
$1K ﹤0.01%
36
915
$1K ﹤0.01%
27
916
$1K ﹤0.01%
12
917
$1K ﹤0.01%
57
-214
918
$1K ﹤0.01%
57
919
– –
-790
920
– –
-45
921
– –
-1,251
922
– –
-51
923
$0 ﹤0.01%
9
924
– –
-686
925
– –
-2,235
35 36
37
38 39