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
$556M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$778K
3
+$509K
4
NWL icon
Newell Brands
NWL
+$439K
5
SLB icon
SLB Ltd
SLB
+$436K

Top Sells

1
+$13.1M
2
+$3.41M
3
+$2.58M
4
PEP icon
PepsiCo
PEP
+$2.31M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.81M

Sector Composition

1 Energy 10.93%
2 Financials 3%
3 Healthcare 2.93%
4 Technology 2.84%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$56K 0.01%
+4,020
227
$55K 0.01%
889
+142
228
$55K 0.01%
1,914
-1,814
229
$54K 0.01%
+3,590
230
$54K 0.01%
458
+308
231
$53K 0.01%
1,190
-18
232
$52K 0.01%
1,641
+1,280
233
$52K 0.01%
1,633
234
$52K 0.01%
674
+59
235
$51K 0.01%
1,008
+101
236
$51K 0.01%
650
-119
237
$51K 0.01%
350
-1
238
$51K 0.01%
577
+460
239
$51K 0.01%
980
-31
240
$50K 0.01%
3,561
-569
241
$50K 0.01%
626
-37
242
$50K 0.01%
3,231
+2,751
243
$49K 0.01%
+740
244
$49K 0.01%
2,858
+438
245
$48K 0.01%
1,304
-95
246
$48K 0.01%
1,137
+150
247
$48K 0.01%
918
+62
248
$48K 0.01%
609
249
$48K 0.01%
+4,000
250
$48K 0.01%
975
-278
8 9
10
11 12