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
526
$27.8K ﹤0.01%
9,419
+1,332
527
$27.6K ﹤0.01%
4,584
+1,904
528
$27.4K ﹤0.01%
215
529
$27K ﹤0.01%
128
+59
530
$26.8K ﹤0.01%
477
+67
531
$26.5K ﹤0.01%
2,027
+558
532
$26.2K ﹤0.01%
1,462
-65
533
$26.1K ﹤0.01%
149
-8
534
$25.8K ﹤0.01%
2,217
-619
535
$25.1K ﹤0.01%
228
536
$25.1K ﹤0.01%
739
537
$25.1K ﹤0.01%
387
-93
538
$25K ﹤0.01%
374
+38
539
$24.8K ﹤0.01%
260
+88
540
$24.3K ﹤0.01%
555
-11
541
$23.9K ﹤0.01%
100
542
$23.8K ﹤0.01%
832
+491
543
$23.7K ﹤0.01%
+160
544
$23.6K ﹤0.01%
188
-16
545
$23.4K ﹤0.01%
416
-78
546
$23.4K ﹤0.01%
501
+15
547
$23.3K ﹤0.01%
355
-115
548
$23.3K ﹤0.01%
459
-86
549
$23.2K ﹤0.01%
2,086
+256
550
$22.9K ﹤0.01%
684
+27
20 21
22
23 24