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
101
$1.03M 0.1%
6,846
+79
102
$1.03M 0.1%
2,969
+265
103
$1.01M 0.1%
2,313
+286
104
$1.01M 0.1%
6,552
+591
105
$1M 0.1%
4,430
+1,321
106
$1M 0.1%
8,896
+1,008
107
$981K 0.1%
2,687
+115
108
$976K 0.1%
6,888
+685
109
$967K 0.1%
5,069
-7,163
110
$955K 0.1%
17,829
111
$953K 0.1%
4,394
+1,184
112
$940K 0.09%
15,055
+4,852
113
$936K 0.09%
3,175
+607
114
$932K 0.09%
5,657
+190
115
$922K 0.09%
14,258
+13,487
116
$922K 0.09%
3,863
+543
117
$916K 0.09%
2,475
+295
118
$907K 0.09%
5,614
+1,517
119
$898K 0.09%
1,119
+113
120
$895K 0.09%
14,989
+1,586
121
$888K 0.09%
19,432
+4,986
122
$883K 0.09%
1,798
+1,533
123
$883K 0.09%
4,278
+1,963
124
$861K 0.09%
5,953
+703
125
$858K 0.09%
4,171
+531
3 4
5
6 7