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
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14.2M
3
+$7.38M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.86M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.75M

Top Sells

1
+$17.6M
2
+$2.8M
3
+$2.68M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.65M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.54M

Sector Composition

1 Energy 11.2%
2 Industrials 2.79%
3 Financials 2.72%
4 Consumer Staples 2.71%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21K ﹤0.01%
90
352
$21K ﹤0.01%
1,222
353
$21K ﹤0.01%
799
-301
354
$21K ﹤0.01%
221
-46
355
$21K ﹤0.01%
827
356
$20K ﹤0.01%
232
357
$20K ﹤0.01%
325
358
$20K ﹤0.01%
2,688
+327
359
$20K ﹤0.01%
882
+69
360
$20K ﹤0.01%
486
+65
361
$20K ﹤0.01%
339
-13
362
$20K ﹤0.01%
443
+43
363
$20K ﹤0.01%
896
+27
364
$20K ﹤0.01%
558
365
$20K ﹤0.01%
175
366
$20K ﹤0.01%
833
-105
367
$19K ﹤0.01%
253
368
$19K ﹤0.01%
583
369
$19K ﹤0.01%
327
370
$19K ﹤0.01%
596
+159
371
$19K ﹤0.01%
324
-13
372
$19K ﹤0.01%
563
+183
373
$19K ﹤0.01%
1,059
-38
374
$19K ﹤0.01%
751
-29
375
$19K ﹤0.01%
143
-1,234
13 14
15
16 17