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
$573M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14.2M
3
+$7.38M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.86M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.75M

Top Sells

1
+$17.6M
2
+$2.8M
3
+$2.68M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.65M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.54M

Sector Composition

1 Energy 11.2%
2 Industrials 2.79%
3 Financials 2.72%
4 Consumer Staples 2.71%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43K 0.01%
351
+27
227
$43K 0.01%
636
+500
228
$43K 0.01%
1,011
+498
229
$43K 0.01%
615
-76
230
$43K 0.01%
236
+22
231
$42K 0.01%
793
+118
232
$42K 0.01%
2,000
233
$41K 0.01%
332
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234
$41K 0.01%
40
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235
$41K 0.01%
389
+18
236
$41K 0.01%
509
+21
237
$40K 0.01%
6,396
+2,421
238
$40K 0.01%
1,111
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239
$40K 0.01%
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240
$40K 0.01%
856
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241
$40K 0.01%
1,698
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242
$39K 0.01%
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243
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245
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246
$39K 0.01%
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247
$38K 0.01%
+338
248
$38K 0.01%
512
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249
$38K 0.01%
202
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250
$37K 0.01%
526
8 9
10
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