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
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14.2M
3
+$7.38M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.86M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.75M

Top Sells

1
+$17.6M
2
+$2.8M
3
+$2.68M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.65M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.54M

Sector Composition

1 Energy 11.2%
2 Industrials 2.79%
3 Financials 2.72%
4 Consumer Staples 2.71%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$7K ﹤0.01%
231
-357
552
$7K ﹤0.01%
196
+52
553
$7K ﹤0.01%
482
-66
554
$7K ﹤0.01%
206
+125
555
$7K ﹤0.01%
457
+61
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$7K ﹤0.01%
81
557
$7K ﹤0.01%
660
+314
558
$7K ﹤0.01%
50
-55
559
$7K ﹤0.01%
177
560
$7K ﹤0.01%
209
561
$7K ﹤0.01%
6
+3
562
$7K ﹤0.01%
218
563
$7K ﹤0.01%
341
564
$7K ﹤0.01%
139
565
$7K ﹤0.01%
108
566
$7K ﹤0.01%
+175
567
$7K ﹤0.01%
480
568
$7K ﹤0.01%
114
+26
569
$7K ﹤0.01%
658
570
$7K ﹤0.01%
65
+9
571
$7K ﹤0.01%
528
572
$6K ﹤0.01%
489
+25
573
$6K ﹤0.01%
149
+8
574
$6K ﹤0.01%
+409
575
$6K ﹤0.01%
190
21 22
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