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
$1.27B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$40.9M
3
+$38.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22.8M
5
VUG icon
Vanguard Growth ETF
VUG
+$15M

Top Sells

1
+$7.88M
2
+$3.25M
3
+$2.67M
4
CVX icon
Chevron
CVX
+$1.97M
5
XOM icon
Exxon Mobil
XOM
+$1.96M

Sector Composition

1 Technology 8.01%
2 Healthcare 6.91%
3 Financials 4.78%
4 Consumer Staples 3.85%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.77M 0.54%
173,152
+12,733
27
$6.63M 0.52%
201,438
+21,952
28
$6.58M 0.52%
63,879
+13,789
29
$6.2M 0.49%
44,727
+28,349
30
$6M 0.47%
84,028
+9,931
31
$5.95M 0.47%
135,457
+23,102
32
$5.89M 0.47%
319,944
-6,675
33
$5.27M 0.42%
38,834
+7,979
34
$5.23M 0.41%
102,146
+14,666
35
$5.15M 0.41%
38,419
+9,583
36
$4.9M 0.39%
8,891
+662
37
$4.74M 0.37%
29,982
-1,768
38
$4.69M 0.37%
332,805
+28,324
39
$4.53M 0.36%
33,356
+6,334
40
$4.5M 0.36%
25,876
+324
41
$4.49M 0.35%
306,950
+25,260
42
$4.4M 0.35%
39,686
-17,380
43
$4.29M 0.34%
74,370
+3,487
44
$4.17M 0.33%
67,930
-4,655
45
$4.03M 0.32%
93,579
-13,948
46
$3.91M 0.31%
37,497
+35,076
47
$3.79M 0.3%
79,628
+5,623
48
$3.77M 0.3%
26,887
+2,316
49
$3.72M 0.29%
45,160
+44,409
50
$3.63M 0.29%
72,127
+6,382
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