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
276
$293K 0.03%
5,848
+3,271
277
$288K 0.03%
10,829
+4,161
278
$287K 0.03%
3,960
+27
279
$279K 0.02%
4,543
+72
280
$272K 0.02%
587
-58
281
$268K 0.02%
6,090
+83
282
$268K 0.02%
5,694
+1,279
283
$263K 0.02%
874
+427
284
$260K 0.02%
1,654
+133
285
$252K 0.02%
1,497
-108
286
$251K 0.02%
4,156
-37
287
$251K 0.02%
1,900
-12
288
$251K 0.02%
2,873
+858
289
$251K 0.02%
1,557
-179
290
$240K 0.02%
6,276
+2,601
291
$238K 0.02%
1,428
-726
292
$236K 0.02%
923
-9
293
$229K 0.02%
630
-166
294
$227K 0.02%
2,000
-2
295
$220K 0.02%
1,346
+58
296
$220K 0.02%
535
+10
297
$219K 0.02%
1,220
+609
298
$216K 0.02%
4,532
299
$215K 0.02%
1,113
+27
300
$214K 0.02%
1,309
+38
10 11
12
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