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
426
$12K ﹤0.01%
104
427
$11K ﹤0.01%
348
-426
428
$11K ﹤0.01%
288
429
$11K ﹤0.01%
358
-1,283
430
$11K ﹤0.01%
130
431
$11K ﹤0.01%
258
-93
432
$11K ﹤0.01%
228
-46
433
$11K ﹤0.01%
201
434
$11K ﹤0.01%
2,913
-210
435
$11K ﹤0.01%
556
-114
436
$10K ﹤0.01%
183
+1
437
$10K ﹤0.01%
1,338
-1,487
438
$10K ﹤0.01%
331
439
$10K ﹤0.01%
225
-41
440
$10K ﹤0.01%
118
+3
441
$10K ﹤0.01%
62
442
$10K ﹤0.01%
307
443
$10K ﹤0.01%
157
444
$10K ﹤0.01%
218
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445
$10K ﹤0.01%
243
446
$10K ﹤0.01%
373
-698
447
$10K ﹤0.01%
1,597
-298
448
$10K ﹤0.01%
219
+10
449
$10K ﹤0.01%
274
+118
450
$10K ﹤0.01%
164
-30
16 17
18
19 20