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
351
$18K ﹤0.01%
506
-180
352
$18K ﹤0.01%
743
-107
353
$18K ﹤0.01%
1,595
-423
354
$18K ﹤0.01%
219
-9
355
$18K ﹤0.01%
152
356
$18K ﹤0.01%
162
-84
357
$18K ﹤0.01%
647
-186
358
$17K ﹤0.01%
1,424
-609
359
$17K ﹤0.01%
175
360
$17K ﹤0.01%
253
-40
361
$17K ﹤0.01%
209
-157
362
$17K ﹤0.01%
178
+2
363
$17K ﹤0.01%
500
364
$17K ﹤0.01%
225
-34
365
$17K ﹤0.01%
447
-111
366
$17K ﹤0.01%
141
367
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192
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368
$17K ﹤0.01%
142
369
$17K ﹤0.01%
437
+31
370
$16K ﹤0.01%
269
371
$16K ﹤0.01%
1,124
-1,196
372
$16K ﹤0.01%
260
373
$16K ﹤0.01%
940
+7
374
$16K ﹤0.01%
+63
375
$16K ﹤0.01%
135
-25
13 14
15
16 17