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
301
$241K 0.02%
1,241
-237
302
$236K 0.02%
2,186
+186
303
$236K 0.02%
816
+65
304
$230K 0.02%
3,177
-58
305
$229K 0.02%
1,801
-224
306
$221K 0.02%
7,742
+32
307
$220K 0.02%
1,621
+1,471
308
$211K 0.02%
3,013
-309
309
$211K 0.02%
3,335
+253
310
$209K 0.02%
9,212
+6,984
311
$208K 0.02%
2,541
+116
312
$206K 0.02%
6,875
-1,345
313
$201K 0.02%
2,598
+690
314
$201K 0.02%
1,346
-1,598
315
$194K 0.02%
950
-666
316
$192K 0.02%
894
-8
317
$183K 0.01%
377
-96
318
$181K 0.01%
1,402
-521
319
$177K 0.01%
5,243
+1,004
320
$174K 0.01%
1,283
-12
321
$167K 0.01%
965
+143
322
$165K 0.01%
3,540
-242
323
$164K 0.01%
494
324
$154K 0.01%
3,023
+87
325
$146K 0.01%
1,746
+8
11 12
13
14 15