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
$1.13B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,090
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$16.6M
3
+$12.4M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$6.38M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.55M

Top Sells

1
+$9.61M
2
+$1.81M
3
+$1.75M
4
PEP icon
PepsiCo
PEP
+$1.47M
5
IBM icon
IBM
IBM
+$1.26M

Sector Composition

1 Technology 8.29%
2 Healthcare 5.33%
3 Financials 3.52%
4 Consumer Discretionary 3.51%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$406K 0.04%
10,648
+1,861
252
$398K 0.04%
650
+92
253
$397K 0.04%
4,128
+210
254
$392K 0.03%
1,391
255
$384K 0.03%
1,208
+247
256
$378K 0.03%
8,759
+4,084
257
$373K 0.03%
6,603
+893
258
$372K 0.03%
4,710
-31
259
$371K 0.03%
7,735
+723
260
$369K 0.03%
7,174
-64
261
$364K 0.03%
1,061
+18
262
$362K 0.03%
1,791
+32
263
$344K 0.03%
5,899
+989
264
$340K 0.03%
10,438
+5,595
265
$339K 0.03%
4,035
+696
266
$338K 0.03%
863
-88
267
$333K 0.03%
3,816
+4
268
$332K 0.03%
850
-2
269
$331K 0.03%
7,484
+1,164
270
$324K 0.03%
3,337
-7
271
$320K 0.03%
2,320
+1,850
272
$312K 0.03%
2,411
+2,304
273
$309K 0.03%
5,834
+1,031
274
$309K 0.03%
1,981
-228
275
$306K 0.03%
2,250
+127
9 10
11
12 13