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
426
$17K ﹤0.01%
152
427
$17K ﹤0.01%
+648
428
$17K ﹤0.01%
407
+42
429
$16K ﹤0.01%
482
430
$16K ﹤0.01%
175
-4
431
$16K ﹤0.01%
500
432
$16K ﹤0.01%
169
433
$16K ﹤0.01%
1,258
+100
434
$16K ﹤0.01%
160
+60
435
$16K ﹤0.01%
1,266
-94
436
$16K ﹤0.01%
+770
437
$16K ﹤0.01%
463
-51
438
$16K ﹤0.01%
1,895
-94
439
$16K ﹤0.01%
269
-44
440
$16K ﹤0.01%
180
+34
441
$16K ﹤0.01%
489
-2,650
442
$16K ﹤0.01%
142
-22
443
$16K ﹤0.01%
231
444
$16K ﹤0.01%
+526
445
$16K ﹤0.01%
316
446
$16K ﹤0.01%
510
-6,838
447
$15K ﹤0.01%
260
448
$15K ﹤0.01%
933
-459
449
$15K ﹤0.01%
339
-20
450
$15K ﹤0.01%
208
-61
16 17
18
19 20