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
$1.12B
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,206
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$17.4M
3
+$16.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$13.1M
5
AMZN icon
Amazon
AMZN
+$3.33M

Top Sells

1
+$115M
2
+$12.8M
3
+$6.38M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.98M
5
UL icon
Unilever
UL
+$2.84M

Sector Composition

1 Technology 9.54%
2 Healthcare 7.2%
3 Financials 4.51%
4 Consumer Discretionary 3.78%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$45K ﹤0.01%
1,100
527
$44K ﹤0.01%
2,400
528
$44K ﹤0.01%
400
529
$43K ﹤0.01%
+925
530
$43K ﹤0.01%
756
+68
531
$43K ﹤0.01%
1,226
+855
532
$43K ﹤0.01%
330
-2,219
533
$43K ﹤0.01%
489
+88
534
$42K ﹤0.01%
+1,117
535
$42K ﹤0.01%
+540
536
$42K ﹤0.01%
1,407
+44
537
$42K ﹤0.01%
+446
538
$41K ﹤0.01%
623
-84
539
$41K ﹤0.01%
1,077
+123
540
$41K ﹤0.01%
334
541
$41K ﹤0.01%
533
+33
542
$40K ﹤0.01%
2,624
+180
543
$40K ﹤0.01%
160
+5
544
$40K ﹤0.01%
+649
545
$39K ﹤0.01%
683
+43
546
$39K ﹤0.01%
139
-73
547
$39K ﹤0.01%
118
+10
548
$39K ﹤0.01%
348
+25
549
$38K ﹤0.01%
447
550
$38K ﹤0.01%
172
20 21
22
23 24