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
426
$93K 0.01%
261
+1
427
$92K 0.01%
1,174
-37
428
$91K 0.01%
1,217
-223
429
$90K 0.01%
1,682
430
$89K 0.01%
438
-3
431
$88K 0.01%
795
+749
432
$88K 0.01%
858
+594
433
$87K 0.01%
37
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434
$86K 0.01%
2,272
+328
435
$86K 0.01%
454
+439
436
$86K 0.01%
286
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437
$85K 0.01%
1,099
+119
438
$84K 0.01%
154
-23
439
$84K 0.01%
+562
440
$83K 0.01%
+1,005
441
$83K 0.01%
2,539
-477
442
$79K 0.01%
780
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443
$79K 0.01%
639
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444
$78K 0.01%
+2,418
445
$78K 0.01%
744
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446
$77K 0.01%
699
+26
447
$77K 0.01%
1,070
+751
448
$76K 0.01%
37
+16
449
$76K 0.01%
795
+23
450
$75K 0.01%
+3,327
16 17
18
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