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
$886M
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,001
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.74M
3
+$8.25M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.29M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.87M

Top Sells

1
+$15.2M
2
+$4.4M
3
+$3.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.12M
5
SFNC icon
Simmons First National
SFNC
+$1.22M

Sector Composition

1 Technology 7.08%
2 Healthcare 4.25%
3 Financials 3.84%
4 Communication Services 2.83%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$639K 0.07%
1,974
+1,004
127
$636K 0.07%
6,246
+460
128
$632K 0.07%
2,180
-14
129
$631K 0.07%
4,675
130
$629K 0.07%
4,558
+474
131
$627K 0.07%
4,097
+2,807
132
$624K 0.07%
5,280
+2,245
133
$618K 0.07%
2,757
-46
134
$607K 0.07%
4,035
+718
135
$604K 0.07%
3,210
+2,165
136
$597K 0.07%
10,203
+5,830
137
$594K 0.07%
1,609
+934
138
$576K 0.07%
4,964
139
$568K 0.06%
2,801
+1,685
140
$563K 0.06%
1,362
-6
141
$555K 0.06%
1,448
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142
$552K 0.06%
9,221
-50
143
$542K 0.06%
4,988
+904
144
$539K 0.06%
8,430
+327
145
$528K 0.06%
6,461
-19
146
$525K 0.06%
6,571
-47
147
$512K 0.06%
11,298
+999
148
$501K 0.06%
3,796
-25
149
$498K 0.06%
2,253
-120
150
$497K 0.06%
4,120
-18
4 5
6
7 8