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
301
$212K 0.02%
1,018
-1,983
302
$210K 0.02%
12,500
303
$205K 0.02%
2,208
+85
304
$204K 0.02%
3,011
+55
305
$198K 0.02%
19,121
+8,820
306
$192K 0.02%
2,837
+22
307
$192K 0.02%
2,380
308
$191K 0.02%
2,657
+86
309
$189K 0.02%
3,370
310
$187K 0.02%
7,024
311
$186K 0.02%
2,305
312
$181K 0.02%
5,351
+2,109
313
$177K 0.02%
5,232
-229
314
$176K 0.02%
461
+31
315
$175K 0.02%
1,163
+4
316
$171K 0.02%
6,000
317
$169K 0.01%
3,447
+87
318
$167K 0.01%
1,290
-2,147
319
$164K 0.01%
584
-109
320
$162K 0.01%
6,885
+2,553
321
$161K 0.01%
3,699
-6,905
322
$159K 0.01%
1,348
+115
323
$157K 0.01%
1,359
+72
324
$157K 0.01%
3,310
+352
325
$154K 0.01%
9,715
-9,152
11 12
13
14 15