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
$978M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.84M
3
+$6.31M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.78M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.69M

Top Sells

1
+$81.9M
2
+$1.88M
3
+$1.01M
4
CRL icon
Charles River Laboratories
CRL
+$981K
5
SFNC icon
Simmons First National
SFNC
+$857K

Sector Composition

1 Technology 8.32%
2 Healthcare 4.9%
3 Financials 3.97%
4 Communication Services 3.34%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$3K ﹤0.01%
69
-108
902
$3K ﹤0.01%
192
-78
903
$3K ﹤0.01%
53
+7
904
$3K ﹤0.01%
16
+5
905
$3K ﹤0.01%
39
906
$3K ﹤0.01%
64
-16
907
$3K ﹤0.01%
74
+34
908
$3K ﹤0.01%
+34
909
$3K ﹤0.01%
79
-108
910
$3K ﹤0.01%
111
-2
911
$3K ﹤0.01%
12
+4
912
$2K ﹤0.01%
+38
913
$2K ﹤0.01%
36
914
$2K ﹤0.01%
10
915
$2K ﹤0.01%
+3
916
$2K ﹤0.01%
78
917
$2K ﹤0.01%
7
+4
918
$2K ﹤0.01%
15
-450
919
$2K ﹤0.01%
+4
920
$2K ﹤0.01%
+46
921
$2K ﹤0.01%
14
922
$2K ﹤0.01%
+63
923
$2K ﹤0.01%
32
+25
924
$2K ﹤0.01%
98
925
$2K ﹤0.01%
12
35 36
37
38 39