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
326
$144K 0.01%
6,000
327
$142K 0.01%
574
+31
328
$142K 0.01%
1,038
-2
329
$142K 0.01%
3,720
+1,430
330
$138K 0.01%
12,285
-7,186
331
$137K 0.01%
1,056
+25
332
$135K 0.01%
1,405
-60
333
$135K 0.01%
963
+127
334
$132K 0.01%
1,509
+188
335
$129K 0.01%
1,260
-786
336
$127K 0.01%
1,667
-78
337
$127K 0.01%
1,367
+423
338
$125K 0.01%
987
+9
339
$125K 0.01%
753
-165
340
$122K 0.01%
3,631
+828
341
$122K 0.01%
193
+169
342
$121K 0.01%
1,022
-377
343
$120K 0.01%
1,573
+79
344
$120K 0.01%
1,367
345
$119K 0.01%
1,307
+18
346
$118K 0.01%
2,748
347
$117K 0.01%
783
+10
348
$115K 0.01%
3,332
349
$115K 0.01%
681
-6
350
$114K 0.01%
969
-33
12 13
14
15 16