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
201
$412K 0.04%
1,845
+442
202
$408K 0.04%
4,159
+544
203
$403K 0.04%
1,391
204
$402K 0.04%
4,579
+603
205
$401K 0.04%
3,868
-761
206
$399K 0.04%
4,786
+552
207
$399K 0.04%
6,278
+2,057
208
$399K 0.04%
5,610
+751
209
$398K 0.04%
4,942
+1,239
210
$396K 0.04%
4,204
+593
211
$392K 0.04%
4,873
+693
212
$391K 0.04%
5,159
+717
213
$389K 0.04%
636
214
$388K 0.04%
8,944
+1,236
215
$388K 0.04%
3,941
+1,183
216
$387K 0.04%
2,615
-81
217
$378K 0.04%
3,284
+2,909
218
$373K 0.04%
1,528
+158
219
$372K 0.04%
1,460
+198
220
$372K 0.04%
2,127
+584
221
$371K 0.04%
2,346
+322
222
$368K 0.04%
3,554
+637
223
$368K 0.04%
7,062
+974
224
$365K 0.04%
4,678
+585
225
$364K 0.04%
11,068
+1,449
7 8
9
10 11