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
526
$34K ﹤0.01%
422
+3
527
$34K ﹤0.01%
153
+56
528
$33K ﹤0.01%
447
+281
529
$32K ﹤0.01%
100
530
$32K ﹤0.01%
550
-6
531
$32K ﹤0.01%
205
-892
532
$32K ﹤0.01%
1,455
-64
533
$31K ﹤0.01%
343
534
$31K ﹤0.01%
688
+26
535
$31K ﹤0.01%
708
+141
536
$31K ﹤0.01%
1,887
+268
537
$30K ﹤0.01%
342
+110
538
$30K ﹤0.01%
457
539
$30K ﹤0.01%
833
+165
540
$30K ﹤0.01%
111
+28
541
$30K ﹤0.01%
247
+4
542
$30K ﹤0.01%
89
-2
543
$30K ﹤0.01%
69
544
$30K ﹤0.01%
457
+11
545
$29K ﹤0.01%
954
+283
546
$29K ﹤0.01%
382
+74
547
$29K ﹤0.01%
153
+47
548
$29K ﹤0.01%
516
+10
549
$29K ﹤0.01%
137
+14
550
$29K ﹤0.01%
329
20 21
22
23 24