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
251
$474K 0.04%
4,868
+784
252
$472K 0.04%
6,962
+76
253
$466K 0.04%
8,718
-1,538
254
$461K 0.04%
2,177
-2,297
255
$457K 0.04%
7,423
+1,314
256
$428K 0.03%
+26,608
257
$427K 0.03%
5,222
-621
258
$408K 0.03%
22,103
+1
259
$405K 0.03%
5,976
+652
260
$392K 0.03%
12,363
-319
261
$391K 0.03%
763
+161
262
$390K 0.03%
1,176
+26
263
$382K 0.03%
3,504
-1,950
264
$382K 0.03%
1,191
+144
265
$369K 0.03%
794
-39
266
$369K 0.03%
46,028
-1,065
267
$362K 0.03%
2,867
+304
268
$360K 0.03%
7,426
+339
269
$359K 0.03%
2,401
-374
270
$359K 0.03%
12,478
-484
271
$353K 0.03%
2,496
-1,052
272
$351K 0.03%
8,363
+45
273
$349K 0.03%
855
+178
274
$335K 0.03%
8,818
-228
275
$334K 0.03%
7,074
+228
9 10
11
12 13