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
201
$344K 0.04%
4,865
+1,217
202
$343K 0.04%
2,696
+497
203
$342K 0.04%
1,115
+206
204
$341K 0.04%
3,136
-6
205
$341K 0.04%
5,156
+1,679
206
$339K 0.04%
906
-38
207
$336K 0.04%
3,615
-16
208
$334K 0.04%
1,262
-2
209
$334K 0.04%
2,024
-4
210
$333K 0.04%
3,611
-8
211
$324K 0.04%
3,453
-16
212
$323K 0.04%
5,784
-46
213
$321K 0.04%
4,442
+11
214
$320K 0.04%
4,234
+691
215
$317K 0.04%
4,367
-72
216
$313K 0.04%
1,121
+139
217
$312K 0.04%
3,703
+2,221
218
$311K 0.04%
1,403
+775
219
$311K 0.04%
1,370
-266
220
$307K 0.03%
2,372
-12
221
$306K 0.03%
11,106
-38
222
$303K 0.03%
2,504
+2,492
223
$303K 0.03%
1,830
224
$299K 0.03%
2,917
-19
225
$298K 0.03%
4,093
-24
7 8
9
10 11