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
$556M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$778K
3
+$509K
4
NWL icon
Newell Brands
NWL
+$439K
5
SLB icon
SLB Ltd
SLB
+$436K

Top Sells

1
+$13.1M
2
+$3.41M
3
+$2.58M
4
PEP icon
PepsiCo
PEP
+$2.31M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.81M

Sector Composition

1 Energy 10.93%
2 Financials 3%
3 Healthcare 2.93%
4 Technology 2.84%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$13K ﹤0.01%
274
477
$13K ﹤0.01%
276
+72
478
$13K ﹤0.01%
465
+182
479
$13K ﹤0.01%
1,027
+499
480
$12K ﹤0.01%
786
-2,644
481
$12K ﹤0.01%
343
482
$12K ﹤0.01%
+80
483
$12K ﹤0.01%
184
484
$12K ﹤0.01%
279
-19
485
$12K ﹤0.01%
778
+300
486
$12K ﹤0.01%
+1,325
487
$12K ﹤0.01%
70
-74
488
$12K ﹤0.01%
+100
489
$12K ﹤0.01%
157
-1,004
490
$12K ﹤0.01%
+2,588
491
$12K ﹤0.01%
224
492
$12K ﹤0.01%
104
493
$12K ﹤0.01%
93
-124
494
$12K ﹤0.01%
377
+302
495
$12K ﹤0.01%
187
496
$12K ﹤0.01%
166
+1
497
$12K ﹤0.01%
142
-4
498
$12K ﹤0.01%
147
-64
499
$12K ﹤0.01%
699
+65
500
$11K ﹤0.01%
2,545
+621
18 19
20
21 22