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
$1.27B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$40.9M
3
+$38.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22.8M
5
VUG icon
Vanguard Growth ETF
VUG
+$15M

Top Sells

1
+$7.88M
2
+$3.25M
3
+$2.67M
4
CVX icon
Chevron
CVX
+$1.97M
5
XOM icon
Exxon Mobil
XOM
+$1.96M

Sector Composition

1 Technology 8.01%
2 Healthcare 6.91%
3 Financials 4.78%
4 Consumer Staples 3.85%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$603K 0.05%
17,236
+2,581
227
$591K 0.05%
12,761
+494
228
$586K 0.05%
16,420
+118
229
$585K 0.05%
+5,596
230
$584K 0.05%
4,146
-763
231
$578K 0.05%
20,865
-1,797
232
$571K 0.05%
13,831
+1,778
233
$565K 0.04%
13,707
-382
234
$564K 0.04%
2,394
-171
235
$563K 0.04%
10,340
+542
236
$563K 0.04%
11,162
-166
237
$560K 0.04%
1,438
-34
238
$538K 0.04%
2,702
-17
239
$536K 0.04%
3,269
+523
240
$533K 0.04%
2,419
-1
241
$528K 0.04%
6,213
+703
242
$520K 0.04%
2,171
-886
243
$519K 0.04%
11,484
+1,061
244
$508K 0.04%
+12,418
245
$504K 0.04%
3,511
+408
246
$503K 0.04%
16,245
+438
247
$493K 0.04%
1,271
+578
248
$493K 0.04%
17,750
+1,950
249
$483K 0.04%
7,588
-89
250
$481K 0.04%
37,563
-470
8 9
10
11 12