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
26
$2.91M 0.51%
55,628
+361
27
$2.91M 0.51%
27,672
-1,202
28
$2.91M 0.51%
19,153
+1,925
29
$2.88M 0.5%
26,772
+2,565
30
$2.72M 0.48%
31,938
-621
31
$2.57M 0.45%
30,275
32
$2.57M 0.45%
106,152
+3,688
33
$2.56M 0.45%
45,864
+1,051
34
$2.51M 0.44%
73,653
+116
35
$2.48M 0.43%
70,231
-20,855
36
$2.21M 0.39%
6,379
+166
37
$2.13M 0.37%
24,063
+366
38
$2.11M 0.37%
24,723
+1,130
39
$1.98M 0.34%
34,970
+215
40
$1.9M 0.33%
33,593
+357
41
$1.86M 0.33%
20,798
-1,982
42
$1.85M 0.32%
29,737
+1,950
43
$1.75M 0.31%
32,785
-323
44
$1.69M 0.29%
23,012
+665
45
$1.68M 0.29%
19,911
+1,942
46
$1.66M 0.29%
15,122
+82
47
$1.65M 0.29%
16,194
48
$1.64M 0.29%
73,020
-4,500
49
$1.62M 0.28%
11,113
+309
50
$1.58M 0.28%
13,716
-258
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2
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