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
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14.2M
3
+$7.38M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.86M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.75M

Top Sells

1
+$17.6M
2
+$2.8M
3
+$2.68M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.65M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.54M

Sector Composition

1 Energy 11.2%
2 Industrials 2.79%
3 Financials 2.72%
4 Consumer Staples 2.71%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$32K 0.01%
324
-26
277
$31K 0.01%
250
+33
278
$31K 0.01%
566
+355
279
$31K 0.01%
704
-58
280
$31K 0.01%
380
-948
281
$31K 0.01%
894
-584
282
$30K 0.01%
1,512
+842
283
$30K 0.01%
300
-41
284
$30K 0.01%
719
285
$29K 0.01%
2,320
286
$29K 0.01%
920
-468
287
$29K 0.01%
1,407
-856,279
288
$29K 0.01%
557
-383
289
$29K 0.01%
+2,000
290
$29K 0.01%
473
291
$29K 0.01%
343
+5
292
$29K 0.01%
1,100
-40
293
$29K 0.01%
529
+99
294
$28K ﹤0.01%
39
+15
295
$28K ﹤0.01%
1,189
+107
296
$28K ﹤0.01%
4,756
+1,362
297
$27K ﹤0.01%
469
-312
298
$27K ﹤0.01%
2,064
299
$27K ﹤0.01%
2,910
-416
300
$27K ﹤0.01%
2,158
-872
10 11
12
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