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
$701M
AUM Growth
+$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.58M
3
+$4.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.1M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.62M

Top Sells

1
+$11.5M
2
+$7.94M
3
+$1.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.71M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.55M

Sector Composition

1 Energy 11.41%
2 Technology 4.79%
3 Financials 4.01%
4 Healthcare 3.81%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$2K ﹤0.01%
27
902
$2K ﹤0.01%
53
903
$2K ﹤0.01%
46
904
$2K ﹤0.01%
35
-2
905
$2K ﹤0.01%
359
-259
906
$2K ﹤0.01%
139
-77
907
$2K ﹤0.01%
68
-62
908
$2K ﹤0.01%
115
909
$2K ﹤0.01%
181
910
$2K ﹤0.01%
31
911
$2K ﹤0.01%
4
912
$2K ﹤0.01%
57
-17
913
$2K ﹤0.01%
41
914
$2K ﹤0.01%
49
915
$2K ﹤0.01%
74
916
$2K ﹤0.01%
72
917
$2K ﹤0.01%
61
-23
918
$2K ﹤0.01%
71
919
$1K ﹤0.01%
9
920
$1K ﹤0.01%
35
921
$1K ﹤0.01%
13
922
$1K ﹤0.01%
23
923
$1K ﹤0.01%
200
-772
924
$1K ﹤0.01%
53
-1,986
925
$1K ﹤0.01%
5
35 36
37
38 39