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
326
$154K 0.01%
3,770
+1,845
327
$153K 0.01%
508
+5
328
$152K 0.01%
3,498
+25
329
$151K 0.01%
1,300
+31
330
$150K 0.01%
3,587
+7
331
$150K 0.01%
1,785
+81
332
$149K 0.01%
21,994
+10,838
333
$147K 0.01%
2,502
-403
334
$145K 0.01%
2,020
+240
335
$144K 0.01%
764
+12
336
$143K 0.01%
7,536
-1
337
$143K 0.01%
5,716
+2,482
338
$140K 0.01%
4,024
339
$139K 0.01%
797
340
$137K 0.01%
1,601
+225
341
$137K 0.01%
2,414
+156
342
$137K 0.01%
6,418
-903
343
$132K 0.01%
376
+4
344
$131K 0.01%
838
-52
345
$130K 0.01%
1,391
+44
346
$129K 0.01%
+3,948
347
$129K 0.01%
593
-16
348
$129K 0.01%
39,289
+19,737
349
$128K 0.01%
1,785
-325
350
$127K 0.01%
225
12 13
14
15 16