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
501
$32.3K ﹤0.01%
264
-25
502
$32.2K ﹤0.01%
1,199
-322
503
$32.2K ﹤0.01%
139
+80
504
$32K ﹤0.01%
452
505
$31.6K ﹤0.01%
632
-116
506
$31.6K ﹤0.01%
642
+283
507
$31K ﹤0.01%
100
+3
508
$30.8K ﹤0.01%
152
+47
509
$30.8K ﹤0.01%
623
510
$30.7K ﹤0.01%
211
-56
511
$30.7K ﹤0.01%
856
-3,038
512
$30.5K ﹤0.01%
522
+65
513
$30.5K ﹤0.01%
+419
514
$30.4K ﹤0.01%
192
+10
515
$30.1K ﹤0.01%
482
+109
516
$29.8K ﹤0.01%
359
-87
517
$29.3K ﹤0.01%
644
-468
518
$29.3K ﹤0.01%
458
+73
519
$29K ﹤0.01%
4,485
-234
520
$28.7K ﹤0.01%
317
521
$28.3K ﹤0.01%
235
522
$28.3K ﹤0.01%
1,169
+358
523
$28.3K ﹤0.01%
101
-177
524
$28K ﹤0.01%
1,014
+804
525
$27.9K ﹤0.01%
85
-2
19 20
21
22 23