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
$1.13B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,090
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$16.6M
3
+$12.4M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$6.38M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.55M

Top Sells

1
+$9.61M
2
+$1.81M
3
+$1.75M
4
PEP icon
PepsiCo
PEP
+$1.47M
5
IBM icon
IBM
IBM
+$1.26M

Sector Composition

1 Technology 8.29%
2 Healthcare 5.33%
3 Financials 3.52%
4 Consumer Discretionary 3.51%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$65K 0.01%
526
+2
427
$65K 0.01%
140
+20
428
$65K 0.01%
500
429
$65K 0.01%
296
-55
430
$64K 0.01%
957
+168
431
$64K 0.01%
471
-2
432
$64K 0.01%
3,794
433
$63K 0.01%
3,550
+250
434
$62K 0.01%
361
-65
435
$61K 0.01%
1,064
-16
436
$61K 0.01%
448
+24
437
$61K 0.01%
3,932
+51
438
$60K 0.01%
581
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439
$60K 0.01%
853
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440
$59K 0.01%
863
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441
$59K 0.01%
229
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442
$58K 0.01%
1,214
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443
$57K 0.01%
1,301
+20
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$57K 0.01%
707
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445
$57K 0.01%
1,161
446
$56K ﹤0.01%
677
+105
447
$56K ﹤0.01%
462
-2
448
$55K ﹤0.01%
1,363
-1
449
$54K ﹤0.01%
2,670
-9
450
$54K ﹤0.01%
219
+6
16 17
18
19 20