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
376
$16K ﹤0.01%
828
-2,875
377
$16K ﹤0.01%
5,551
-6,012
378
$16K ﹤0.01%
2,857
-1,036
379
$16K ﹤0.01%
1,860
+281
380
$16K ﹤0.01%
466
+3
381
$15K ﹤0.01%
326
+1
382
$15K ﹤0.01%
100
383
$15K ﹤0.01%
292
-116
384
$15K ﹤0.01%
224
-1
385
$15K ﹤0.01%
573
+55
386
$15K ﹤0.01%
198
-81
387
$15K ﹤0.01%
408
388
$15K ﹤0.01%
11,760
+240
389
$15K ﹤0.01%
1,000
-680
390
$15K ﹤0.01%
316
391
$14K ﹤0.01%
1,370
-57
392
$14K ﹤0.01%
71
+1
393
$14K ﹤0.01%
273
+2
394
$14K ﹤0.01%
80
395
$14K ﹤0.01%
364
-694
396
$14K ﹤0.01%
197
-279
397
$14K ﹤0.01%
+433
398
$14K ﹤0.01%
232
+1
399
$14K ﹤0.01%
214
-131
400
$14K ﹤0.01%
208
14 15
16
17 18