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
$886M
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,001
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.74M
3
+$8.25M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.29M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.87M

Top Sells

1
+$15.2M
2
+$4.4M
3
+$3.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.12M
5
SFNC icon
Simmons First National
SFNC
+$1.22M

Sector Composition

1 Technology 7.08%
2 Healthcare 4.25%
3 Financials 3.84%
4 Communication Services 2.83%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1K ﹤0.01%
+29
927
$1K ﹤0.01%
20
928
$1K ﹤0.01%
10
929
$1K ﹤0.01%
34
930
$1K ﹤0.01%
14
931
$1K ﹤0.01%
+21
932
$1K ﹤0.01%
16
933
$1K ﹤0.01%
+10
934
$1K ﹤0.01%
61
+41
935
$1K ﹤0.01%
60
+38
936
$1K ﹤0.01%
500
937
$1K ﹤0.01%
4
938
$1K ﹤0.01%
40
939
$1K ﹤0.01%
29
940
$1K ﹤0.01%
59
941
$1K ﹤0.01%
2
-1,882
942
$1K ﹤0.01%
30
943
$1K ﹤0.01%
23
944
$1K ﹤0.01%
101
945
$1K ﹤0.01%
16
946
$1K ﹤0.01%
+33
947
$1K ﹤0.01%
14
948
$1K ﹤0.01%
3
949
– –
-17
950
$0 ﹤0.01%
5
36 37
38
39 40