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
276
$332K 0.03%
988
-79
277
$326K 0.03%
19,003
+973
278
$320K 0.03%
4,447
-23,487
279
$319K 0.03%
3,406
-61
280
$318K 0.03%
7,560
+4,830
281
$308K 0.02%
10,113
-3,220
282
$307K 0.02%
5,389
+1,338
283
$299K 0.02%
1,072
+113
284
$298K 0.02%
1,849
+519
285
$294K 0.02%
9,438
+8,211
286
$292K 0.02%
4,302
-7,343
287
$291K 0.02%
2,063
+1,243
288
$288K 0.02%
3,311
-11,614
289
$287K 0.02%
2,468
-130
290
$279K 0.02%
5,033
291
$279K 0.02%
1,391
292
$276K 0.02%
2,968
+42
293
$274K 0.02%
2,193
+15
294
$269K 0.02%
16,544
+186
295
$267K 0.02%
34,198
-4,826
296
$261K 0.02%
509
+7
297
$257K 0.02%
3,802
+580
298
$251K 0.02%
4,807
+3,176
299
$249K 0.02%
1,217
-276
300
$244K 0.02%
4,416
-127
10 11
12
13 14