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
$1.13B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,090
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$16.6M
3
+$12.4M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$6.38M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.55M

Top Sells

1
+$9.61M
2
+$1.81M
3
+$1.75M
4
PEP icon
PepsiCo
PEP
+$1.47M
5
IBM icon
IBM
IBM
+$1.26M

Sector Composition

1 Technology 8.29%
2 Healthcare 5.33%
3 Financials 3.52%
4 Consumer Discretionary 3.51%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$39K ﹤0.01%
106
+18
502
$38K ﹤0.01%
432
+49
503
$38K ﹤0.01%
149
504
$38K ﹤0.01%
1,257
+306
505
$37K ﹤0.01%
2,064
506
$37K ﹤0.01%
120
507
$37K ﹤0.01%
+499
508
$37K ﹤0.01%
100
+13
509
$37K ﹤0.01%
179
-94
510
$36K ﹤0.01%
401
+48
511
$36K ﹤0.01%
307
512
$36K ﹤0.01%
427
513
$35K ﹤0.01%
138
+18
514
$35K ﹤0.01%
94
+4
515
$35K ﹤0.01%
565
+97
516
$35K ﹤0.01%
226
+57
517
$35K ﹤0.01%
569
+40
518
$35K ﹤0.01%
1,025
-152
519
$35K ﹤0.01%
455
+53
520
$35K ﹤0.01%
55
+13
521
$35K ﹤0.01%
372
+18
522
$35K ﹤0.01%
173
-128
523
$34K ﹤0.01%
400
524
$34K ﹤0.01%
317
525
$34K ﹤0.01%
2,743
+80
19 20
21
22 23