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
326
$21K ﹤0.01%
+400
327
$21K ﹤0.01%
381
+275
328
$20K ﹤0.01%
153
-12
329
$20K ﹤0.01%
350
-300
330
$20K ﹤0.01%
169
331
$20K ﹤0.01%
1,232
-110
332
$20K ﹤0.01%
349
333
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571
-248
334
$20K ﹤0.01%
646
-20
335
$20K ﹤0.01%
133
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336
$19K ﹤0.01%
191
+4
337
$19K ﹤0.01%
24
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338
$19K ﹤0.01%
139
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339
$19K ﹤0.01%
1,291
-438
340
$19K ﹤0.01%
464
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341
$19K ﹤0.01%
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911
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343
$19K ﹤0.01%
445
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$19K ﹤0.01%
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345
$19K ﹤0.01%
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-30
346
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175
347
$19K ﹤0.01%
1,025
-197
348
$19K ﹤0.01%
960
+6
349
$19K ﹤0.01%
312
350
$19K ﹤0.01%
408
-14
12 13
14
15 16