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
976
$0 ﹤0.01%
12
-4
977
$0 ﹤0.01%
9
978
$0 ﹤0.01%
45
979
$0 ﹤0.01%
22
980
– –
-1,020
981
– –
-3,756
982
$0 ﹤0.01%
12
-231
983
$0 ﹤0.01%
40
984
– –
-1,526
985
– –
-4,864
986
– –
-14
987
$0 ﹤0.01%
9
988
$0 ﹤0.01%
1
989
$0 ﹤0.01%
5
-16
990
– –
-4
991
$0 ﹤0.01%
26
-13
992
– –
-4,327
993
– –
-40
994
$0 ﹤0.01%
78
995
$0 ﹤0.01%
40
-32
996
$0 ﹤0.01%
5
-3
997
$0 ﹤0.01%
8
998
– –
-33
999
$0 ﹤0.01%
10
1000
$0 ﹤0.01%
10
37 38 39
40
41