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
$701M
AUM Growth
+$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.58M
3
+$4.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.1M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.62M

Top Sells

1
+$11.5M
2
+$7.94M
3
+$1.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.71M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.55M

Sector Composition

1 Energy 11.41%
2 Technology 4.79%
3 Financials 4.01%
4 Healthcare 3.81%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$221K 0.03%
1,458
-155
202
$221K 0.03%
2,984
-1,160
203
$220K 0.03%
21,958
204
$220K 0.03%
1,451
+403
205
$219K 0.03%
824
-1,475
206
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5,170
-1,218
207
$217K 0.03%
3,555
+1,605
208
$217K 0.03%
578
-7
209
$216K 0.03%
3,242
-789
210
$215K 0.03%
2,143
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211
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2,763
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212
$211K 0.03%
2,644
-1,140
213
$210K 0.03%
2,615
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214
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2,600
215
$208K 0.03%
2,268
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216
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218
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220
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2,637
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221
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222
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2,380
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223
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1,239
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224
$200K 0.03%
4,440
-1,172
225
$199K 0.03%
6,699
+1,840
7 8
9
10 11