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
$683M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$7.4M
3
+$6.75M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.55M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.51M

Top Sells

1
+$6.74M
2
+$5.18M
3
+$3.84M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.49M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.1M

Sector Composition

1 Energy 15.82%
2 Technology 3.66%
3 Healthcare 3.17%
4 Consumer Staples 2.93%
5 Financials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$406K 0.06%
2,197
-71
127
$404K 0.06%
7,163
-336
128
$403K 0.06%
2,318
-1,556
129
$378K 0.06%
1,803
+97
130
$377K 0.06%
3,769
+214
131
$365K 0.05%
3,997
-739
132
$364K 0.05%
1,779
+70
133
$364K 0.05%
2,082
-183
134
$363K 0.05%
4,531
+1,322
135
$347K 0.05%
1,611
+76
136
$346K 0.05%
4,932
+803
137
$344K 0.05%
2,421
+124
138
$344K 0.05%
3,646
+206
139
$341K 0.05%
3,852
+978
140
$339K 0.05%
673
+176
141
$332K 0.05%
2,477
+120
142
$332K 0.05%
18,552
143
$331K 0.05%
8,494
-1,221
144
$331K 0.05%
6,348
+376
145
$330K 0.05%
2,186
+124
146
$328K 0.05%
3,247
-235
147
$328K 0.05%
+2,206
148
$325K 0.05%
2,746
+254
149
$321K 0.05%
2,103
+135
150
$320K 0.05%
3,494
+214
4 5
6
7 8