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
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14.2M
3
+$7.38M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.86M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.75M

Top Sells

1
+$17.6M
2
+$2.8M
3
+$2.68M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.65M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.54M

Sector Composition

1 Energy 11.2%
2 Industrials 2.79%
3 Financials 2.72%
4 Consumer Staples 2.71%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$15K ﹤0.01%
211
+40
427
$14K ﹤0.01%
238
428
$14K ﹤0.01%
+169
429
$14K ﹤0.01%
359
-44
430
$14K ﹤0.01%
179
-73
431
$14K ﹤0.01%
365
+98
432
$13K ﹤0.01%
260
+146
433
$13K ﹤0.01%
288
434
$13K ﹤0.01%
175
-25
435
$13K ﹤0.01%
469
+211
436
$13K ﹤0.01%
408
437
$13K ﹤0.01%
+1,000
438
$13K ﹤0.01%
+975
439
$13K ﹤0.01%
146
-22
440
$13K ﹤0.01%
374
+283
441
$13K ﹤0.01%
271
442
$13K ﹤0.01%
+1,404
443
$13K ﹤0.01%
329
-979
444
$13K ﹤0.01%
182
+6
445
$13K ﹤0.01%
205
-50
446
$12K ﹤0.01%
224
447
$12K ﹤0.01%
586
-82
448
$12K ﹤0.01%
482
449
$12K ﹤0.01%
266
450
$12K ﹤0.01%
231
16 17
18
19 20