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
176
$259K 0.04%
3,215
+187
177
$257K 0.04%
1,672
+881
178
$254K 0.04%
7,700
+955
179
$251K 0.04%
1,547
-495
180
$250K 0.04%
3,195
-3,066
181
$249K 0.04%
2,858
+155
182
$248K 0.04%
3,792
+216
183
$247K 0.04%
3,870
+1,399
184
$247K 0.04%
4,015
+839
185
$245K 0.04%
1,338
-200
186
$244K 0.04%
3,487
-589
187
$243K 0.04%
1,577
+1,175
188
$243K 0.04%
16,550
+5,200
189
$243K 0.04%
4,359
+242
190
$243K 0.04%
5,193
+349
191
$243K 0.04%
1,787
+96
192
$242K 0.04%
1,976
-69
193
$239K 0.04%
5,586
+320
194
$238K 0.03%
7,020
+2,166
195
$238K 0.03%
1,793
+77
196
$235K 0.03%
1,857
197
$234K 0.03%
+6,430
198
$233K 0.03%
7,931
+415
199
$232K 0.03%
2,450
+130
200
$230K 0.03%
2,272
+128
6 7
8
9 10