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
$1.12B
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,206
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$17.4M
3
+$16.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$13.1M
5
AMZN icon
Amazon
AMZN
+$3.33M

Top Sells

1
+$115M
2
+$12.8M
3
+$6.38M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.98M
5
UL icon
Unilever
UL
+$2.84M

Sector Composition

1 Technology 9.54%
2 Healthcare 7.2%
3 Financials 4.51%
4 Consumer Discretionary 3.78%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$158K 0.01%
3,613
+1,504
352
$156K 0.01%
1,823
+1,197
353
$155K 0.01%
1,310
+1
354
$153K 0.01%
510
+2
355
$153K 0.01%
4,163
+139
356
$153K 0.01%
6,891
-44,980
357
$153K 0.01%
3,694
+247
358
$153K 0.01%
+2,579
359
$151K 0.01%
2,652
+150
360
$151K 0.01%
2,810
+790
361
$150K 0.01%
1,083
-2
362
$148K 0.01%
2,356
+2,020
363
$147K 0.01%
2,150
+365
364
$145K 0.01%
3,158
+1,590
365
$144K 0.01%
3,828
+162
366
$144K 0.01%
788
-50
367
$143K 0.01%
1,781
+68
368
$142K 0.01%
2,139
+114
369
$139K 0.01%
1,697
+84
370
$138K 0.01%
893
+779
371
$138K 0.01%
1,155
+813
372
$136K 0.01%
1,053
-306
373
$136K 0.01%
1,522
+1,201
374
$136K 0.01%
635
+51
375
$134K 0.01%
517
+60
13 14
15
16 17