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
901
$3K ﹤0.01%
27
902
$3K ﹤0.01%
+27
903
$3K ﹤0.01%
45
904
$3K ﹤0.01%
97
905
$2K ﹤0.01%
78
-1
906
$2K ﹤0.01%
14
907
$2K ﹤0.01%
98
908
$2K ﹤0.01%
92
-254
909
$2K ﹤0.01%
63
-174
910
$2K ﹤0.01%
10
-16
911
$2K ﹤0.01%
3
912
$2K ﹤0.01%
19
-386
913
$2K ﹤0.01%
+9
914
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14
-2
915
$2K ﹤0.01%
20
916
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34
917
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918
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10
-1
919
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45
920
$2K ﹤0.01%
8
-4
921
$2K ﹤0.01%
266
922
$2K ﹤0.01%
11
-1
923
$2K ﹤0.01%
14
924
$2K ﹤0.01%
10
-1
925
$2K ﹤0.01%
9
35 36
37
38 39