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
401
$14K ﹤0.01%
1,141
+389
402
$14K ﹤0.01%
93
403
$14K ﹤0.01%
463
-26
404
$13K ﹤0.01%
786
405
$13K ﹤0.01%
343
406
$13K ﹤0.01%
173
-11
407
$13K ﹤0.01%
256
-32
408
$13K ﹤0.01%
308
-178
409
$13K ﹤0.01%
1,011
-247
410
$13K ﹤0.01%
4,599
-4,023
411
$13K ﹤0.01%
311
412
$13K ﹤0.01%
254
-173
413
$13K ﹤0.01%
262
414
$13K ﹤0.01%
155
-22
415
$13K ﹤0.01%
191
+4
416
$13K ﹤0.01%
101
-64
417
$12K ﹤0.01%
166
418
$12K ﹤0.01%
132
419
$12K ﹤0.01%
31
420
$12K ﹤0.01%
1,496
-1,354
421
$12K ﹤0.01%
154
422
$12K ﹤0.01%
283
+4
423
$12K ﹤0.01%
710
-68
424
$12K ﹤0.01%
127
-185
425
$12K ﹤0.01%
186
+4
15 16
17
18 19