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
276
$28K ﹤0.01%
274
+30
277
$28K ﹤0.01%
2,052
278
$28K ﹤0.01%
511
-378
279
$28K ﹤0.01%
1,759
-210
280
$27K ﹤0.01%
1,120
+5
281
$27K ﹤0.01%
499
-255
282
$27K ﹤0.01%
251
283
$27K ﹤0.01%
875
-87
284
$27K ﹤0.01%
1,779
285
$27K ﹤0.01%
548
-189
286
$26K ﹤0.01%
311
-767
287
$26K ﹤0.01%
470
288
$26K ﹤0.01%
621
-1,853
289
$26K ﹤0.01%
404
+4
290
$26K ﹤0.01%
849
+1
291
$26K ﹤0.01%
449
-75
292
$25K ﹤0.01%
312
-117
293
$25K ﹤0.01%
232
294
$25K ﹤0.01%
797
-351
295
$25K ﹤0.01%
887
-1,027
296
$25K ﹤0.01%
594
+101
297
$25K ﹤0.01%
274
-7
298
$25K ﹤0.01%
305
299
$25K ﹤0.01%
1,875
300
$25K ﹤0.01%
322
-17
10 11
12
13 14