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
951
$1K ﹤0.01%
61
+8
952
$1K ﹤0.01%
12
-7
953
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3
-5
954
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955
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956
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957
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7
958
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959
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960
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9
-2
961
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10
962
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963
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131
964
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18
965
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8
966
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6
-16
967
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968
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969
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970
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971
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972
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15
973
– –
-29
974
$0 ﹤0.01%
56
975
$0 ﹤0.01%
101
-241
37 38
39
40 41