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
176
$387K 0.04%
7,966
-25
177
$387K 0.04%
4,629
+2,635
178
$386K 0.04%
5,586
-10
179
$385K 0.04%
5,802
+3,702
180
$384K 0.04%
7,708
-42
181
$383K 0.04%
7,340
+910
182
$382K 0.04%
1,391
183
$381K 0.04%
4,177
-17
184
$372K 0.04%
9,608
-21
185
$371K 0.04%
1,242
+119
186
$370K 0.04%
3,155
-24
187
$366K 0.04%
5,851
-54
188
$363K 0.04%
2,563
-8
189
$362K 0.04%
2,376
-89
190
$360K 0.04%
4,859
-13
191
$359K 0.04%
5,478
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192
$355K 0.04%
2,749
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193
$355K 0.04%
4,074
-10
194
$353K 0.04%
12,282
-70
195
$350K 0.04%
2,306
-10
196
$348K 0.04%
3,976
-19
197
$348K 0.04%
2,775
-18
198
$345K 0.04%
1,702
+73
199
$344K 0.04%
636
+142
200
$344K 0.04%
1,727
+672
6 7
8
9 10