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
$556M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$778K
3
+$509K
4
NWL icon
Newell Brands
NWL
+$439K
5
SLB icon
SLB Ltd
SLB
+$436K

Top Sells

1
+$13.1M
2
+$3.41M
3
+$2.58M
4
PEP icon
PepsiCo
PEP
+$2.31M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.81M

Sector Composition

1 Energy 10.93%
2 Financials 3%
3 Healthcare 2.93%
4 Technology 2.84%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$20K ﹤0.01%
954
+334
402
$20K ﹤0.01%
314
-6
403
$19K ﹤0.01%
169
404
$19K ﹤0.01%
238
405
$19K ﹤0.01%
1,342
-270
406
$19K ﹤0.01%
253
407
$19K ﹤0.01%
427
-26
408
$19K ﹤0.01%
175
409
$19K ﹤0.01%
1,680
+334
410
$19K ﹤0.01%
179
411
$19K ﹤0.01%
451
-22
412
$18K ﹤0.01%
187
-33
413
$18K ﹤0.01%
325
414
$18K ﹤0.01%
293
415
$18K ﹤0.01%
133
-10
416
$18K ﹤0.01%
380
417
$18K ﹤0.01%
1,427
-1,303
418
$18K ﹤0.01%
+160
419
$18K ﹤0.01%
1,409
420
$18K ﹤0.01%
583
421
$18K ﹤0.01%
3,740
+90
422
$17K ﹤0.01%
225
+20
423
$17K ﹤0.01%
176
424
$17K ﹤0.01%
408
425
$17K ﹤0.01%
228
15 16
17
18 19