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
451
$12K ﹤0.01%
298
452
$12K ﹤0.01%
1,158
+828
453
$12K ﹤0.01%
75
-14
454
$12K ﹤0.01%
29
-3
455
$12K ﹤0.01%
17
456
$12K ﹤0.01%
266
+54
457
$12K ﹤0.01%
340
+119
458
$12K ﹤0.01%
316
-116
459
$11K ﹤0.01%
429
+313
460
$11K ﹤0.01%
340
+77
461
$11K ﹤0.01%
344
+13
462
$11K ﹤0.01%
343
463
$11K ﹤0.01%
184
464
$11K ﹤0.01%
1,392
+696
465
$11K ﹤0.01%
385
+176
466
$11K ﹤0.01%
100
467
$11K ﹤0.01%
+351
468
$11K ﹤0.01%
1,377
-2,752
469
$11K ﹤0.01%
274
470
$11K ﹤0.01%
620
-117
471
$11K ﹤0.01%
132
-2
472
$10K ﹤0.01%
928
+16
473
$10K ﹤0.01%
182
474
$10K ﹤0.01%
312
+12
475
$10K ﹤0.01%
554
17 18
19
20 21