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
526
$7K ﹤0.01%
506
-1,070
527
$7K ﹤0.01%
1,012
-2,062
528
$7K ﹤0.01%
465
+75
529
$7K ﹤0.01%
195
530
$7K ﹤0.01%
389
-310
531
$7K ﹤0.01%
110
532
$7K ﹤0.01%
92
+1
533
$6K ﹤0.01%
32
+15
534
$6K ﹤0.01%
253
535
$6K ﹤0.01%
79
536
$6K ﹤0.01%
60
-32
537
$6K ﹤0.01%
542
-30
538
$6K ﹤0.01%
196
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539
$6K ﹤0.01%
112
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540
$6K ﹤0.01%
170
541
$6K ﹤0.01%
104
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542
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516
543
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544
$6K ﹤0.01%
153
545
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78
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546
$6K ﹤0.01%
200
547
$6K ﹤0.01%
177
548
$6K ﹤0.01%
243
549
$6K ﹤0.01%
561
-705
550
$6K ﹤0.01%
104
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