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
76
$1.41M 0.14%
6,400
+1,274
77
$1.39M 0.14%
8,408
-6,439
78
$1.35M 0.14%
1,548
+364
79
$1.34M 0.13%
5,826
+2,015
80
$1.33M 0.13%
47,549
+5,079
81
$1.32M 0.13%
11,393
+3,070
82
$1.31M 0.13%
15,360
+933
83
$1.23M 0.12%
4,202
+289
84
$1.22M 0.12%
59,096
-7
85
$1.21M 0.12%
12,668
+1,900
86
$1.21M 0.12%
4,194
+1,082
87
$1.21M 0.12%
25,280
+5,210
88
$1.19M 0.12%
28,894
+1,909
89
$1.17M 0.12%
18,882
+2,250
90
$1.16M 0.12%
20,422
-6,583
91
$1.16M 0.12%
10,296
+1,137
92
$1.15M 0.11%
4,852
93
$1.1M 0.11%
5,108
+2,307
94
$1.1M 0.11%
20,826
-1,000
95
$1.1M 0.11%
5,036
+231
96
$1.07M 0.11%
7,606
+2,031
97
$1.07M 0.11%
15,951
+4,460
98
$1.06M 0.11%
4,126
+405
99
$1.04M 0.1%
20,722
-2,604
100
$1.03M 0.1%
5,904
+1,149
2 3
4
5 6