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
401
$112K 0.01%
2,193
+1,340
402
$111K 0.01%
322
+197
403
$109K 0.01%
381
-2
404
$109K 0.01%
717
-1,074
405
$108K 0.01%
538
+495
406
$108K 0.01%
9,062
+8,984
407
$107K 0.01%
2,186
+1,280
408
$107K 0.01%
918
+671
409
$106K 0.01%
+1,728
410
$106K 0.01%
3,337
+1,029
411
$105K 0.01%
549
-43
412
$104K 0.01%
2,704
+1,996
413
$104K 0.01%
2,731
+2,288
414
$103K 0.01%
453
+50
415
$103K 0.01%
1,742
+111
416
$101K 0.01%
2,198
-111
417
$101K 0.01%
2,046
+2,012
418
$100K 0.01%
257
+157
419
$99K 0.01%
1,270
420
$99K 0.01%
1,331
+1,144
421
$99K 0.01%
548
+7
422
$96K 0.01%
228
+3
423
$96K 0.01%
4,685
+195
424
$95K 0.01%
723
+709
425
$94K 0.01%
2,000
15 16
17
18 19