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
126
$391K 0.06%
1,981
-62
127
$387K 0.06%
1,836
-55
128
$375K 0.05%
1,082
-440
129
$368K 0.05%
6,162
-1,430
130
$368K 0.05%
1,890
-111
131
$367K 0.05%
3,097
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132
$352K 0.05%
3,101
+379
133
$350K 0.05%
1,034
-105
134
$344K 0.05%
1,641
-444
135
$343K 0.05%
3,082
-1,271
136
$340K 0.05%
1
137
$334K 0.05%
3,866
-410
138
$333K 0.05%
7,490
-1,118
139
$332K 0.05%
17,770
-5,030
140
$323K 0.05%
7,139
+5,272
141
$321K 0.05%
5,020
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142
$315K 0.05%
809
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143
$313K 0.04%
4,615
-275
144
$311K 0.04%
5,672
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145
$311K 0.04%
4,121
+88
146
$310K 0.04%
6,527
-859
147
$305K 0.04%
1,475
+133
148
$302K 0.04%
2,684
-266
149
$298K 0.04%
1,275
-344
150
$293K 0.04%
5,203
-1,249
4 5
6
7 8