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
251
$48K 0.01%
1,850
252
$48K 0.01%
226
-10
253
$47K 0.01%
2,000
254
$47K 0.01%
1,199
+251
255
$46K 0.01%
35
-5
256
$46K 0.01%
11,563
+1,809
257
$45K 0.01%
332
258
$45K 0.01%
1,610
+98
259
$45K 0.01%
217
+15
260
$45K 0.01%
1,852
+154
261
$44K 0.01%
1,017
-94
262
$44K 0.01%
2,736
+2,644
263
$44K 0.01%
1,072
+1,000
264
$43K 0.01%
659
-206
265
$43K 0.01%
1,279
+480
266
$43K 0.01%
617
-19
267
$43K 0.01%
377
+53
268
$42K 0.01%
390
+1
269
$42K 0.01%
1,319
+469
270
$42K 0.01%
193
-39
271
$42K 0.01%
522
+13
272
$42K 0.01%
1,611
+191
273
$41K 0.01%
1,058
+736
274
$41K 0.01%
754
-19
275
$41K 0.01%
1,583
-948
9 10
11
12 13