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
151
$489K 0.06%
2,741
-21
152
$481K 0.05%
962
+97
153
$477K 0.05%
6,791
+863
154
$474K 0.05%
1,693
-101
155
$472K 0.05%
1,660
-27
156
$469K 0.05%
5,871
-31
157
$455K 0.05%
1,866
+1,159
158
$454K 0.05%
10,436
+6,736
159
$450K 0.05%
2,168
-13
160
$449K 0.05%
3,195
-16
161
$447K 0.05%
2,136
-33
162
$447K 0.05%
1,268
-1,453
163
$441K 0.05%
2,315
-12
164
$430K 0.05%
2,283
-205
165
$429K 0.05%
1,010
-24
166
$427K 0.05%
1,785
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167
$424K 0.05%
5,195
-15
168
$419K 0.05%
1,639
-115
169
$415K 0.05%
4,182
-20
170
$413K 0.05%
6,575
+764
171
$412K 0.05%
2,135
+152
172
$403K 0.05%
22,370
-110
173
$400K 0.05%
1,848
-7
174
$396K 0.04%
2,400
-11
175
$396K 0.04%
2,245
+4
5 6
7
8 9