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
476
$8K ﹤0.01%
316
477
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478
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283
+121
483
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484
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+3
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$8K ﹤0.01%
189
486
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65
487
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-360
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237
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489
$8K ﹤0.01%
21
490
$8K ﹤0.01%
283
+115
491
$8K ﹤0.01%
108
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493
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69
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494
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108
495
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194
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496
$8K ﹤0.01%
168
497
$8K ﹤0.01%
170
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498
$8K ﹤0.01%
114
-33
499
$7K ﹤0.01%
+244
500
$7K ﹤0.01%
+150
18 19
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