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
376
$134K 0.01%
6,418
377
$133K 0.01%
650
+57
378
$133K 0.01%
1,005
+890
379
$131K 0.01%
1,197
-1,898
380
$130K 0.01%
540
+403
381
$129K 0.01%
3,560
382
$129K 0.01%
399
+27
383
$128K 0.01%
771
+7
384
$128K 0.01%
2,005
-409
385
$127K 0.01%
12,729
+4,120
386
$126K 0.01%
3,474
+19
387
$126K 0.01%
3,368
388
$126K 0.01%
832
+724
389
$125K 0.01%
4,075
-1,157
390
$122K 0.01%
1,745
+1,498
391
$121K 0.01%
1,761
+325
392
$121K 0.01%
1,847
+548
393
$120K 0.01%
2,715
+25
394
$118K 0.01%
471
+95
395
$117K 0.01%
3,210
+2,042
396
$117K 0.01%
3,963
+1,171
397
$117K 0.01%
+1,460
398
$116K 0.01%
844
+223
399
$115K 0.01%
721
-76
400
$114K 0.01%
+1,063
14 15
16
17 18