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
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$7.05M
2
+$1.18M
3
+$795K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$505K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$495K

Top Sells

1
+$1.03M
2
+$941K
3
+$778K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$735K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$542K

Sector Composition

1 Energy 11.53%
2 Healthcare 3.02%
3 Industrials 2.88%
4 Technology 2.72%
5 Financials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$35K 0.01%
438
-35
252
$35K 0.01%
516
253
$35K 0.01%
592
+35
254
$35K 0.01%
444
-266
255
$35K 0.01%
1,324
-309
256
$34K 0.01%
312
+2
257
$34K 0.01%
256
+1
258
$34K 0.01%
706
+2
259
$33K 0.01%
627
-48
260
$33K 0.01%
290
-20
261
$33K 0.01%
1,288
+16
262
$33K 0.01%
7,510
+228
263
$32K 0.01%
845
-680
264
$32K 0.01%
707
-209
265
$31K 0.01%
530
266
$31K 0.01%
806
-73
267
$31K 0.01%
1,249
268
$31K 0.01%
493
-683
269
$30K 0.01%
518
270
$29K 0.01%
170
271
$29K 0.01%
249
272
$29K 0.01%
1,053
-558
273
$29K 0.01%
237
274
$28K ﹤0.01%
599
-591
275
$28K ﹤0.01%
2,064
9 10
11
12 13