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
$1B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.79M
3
+$7.84M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.5M

Top Sells

1
+$6.15M
2
+$1.37M
3
+$1.07M
4
CSCO icon
Cisco
CSCO
+$1.06M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$958K

Sector Composition

1 Technology 7.35%
2 Healthcare 4.77%
3 Financials 3.56%
4 Consumer Discretionary 2.95%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$482K 0.05%
14,149
+1,867
177
$479K 0.05%
4,798
+616
178
$475K 0.05%
2,451
+315
179
$472K 0.05%
4,176
-812
180
$468K 0.05%
11,990
+6,844
181
$464K 0.05%
1,948
+221
182
$457K 0.05%
6,633
+782
183
$455K 0.05%
2,759
+359
184
$453K 0.05%
2,283
185
$452K 0.05%
1,627
-12
186
$447K 0.04%
3,651
+1,526
187
$443K 0.04%
6,492
+906
188
$440K 0.04%
4,829
+652
189
$432K 0.04%
2,644
+338
190
$430K 0.04%
6,493
+1,628
191
$429K 0.04%
6,330
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192
$426K 0.04%
775
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193
$423K 0.04%
11,071
+1,106
194
$417K 0.04%
1,720
-415
195
$417K 0.04%
3,180
+405
196
$416K 0.04%
2,956
+393
197
$415K 0.04%
3,978
+525
198
$415K 0.04%
2,753
+377
199
$414K 0.04%
1,046
-222
200
$413K 0.04%
2,124
+276
6 7
8
9 10