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
551
$6K ﹤0.01%
110
+69
552
$6K ﹤0.01%
129
-23
553
$6K ﹤0.01%
133
554
$6K ﹤0.01%
77
+1
555
$6K ﹤0.01%
89
556
$6K ﹤0.01%
56
557
$6K ﹤0.01%
144
558
$6K ﹤0.01%
68
559
$6K ﹤0.01%
311
-45
560
$5K ﹤0.01%
135
561
$5K ﹤0.01%
97
-452
562
$5K ﹤0.01%
57
563
$5K ﹤0.01%
66
564
$5K ﹤0.01%
96
+2
565
$5K ﹤0.01%
229
+144
566
$5K ﹤0.01%
57
+13
567
$5K ﹤0.01%
412
+236
568
$5K ﹤0.01%
114
569
$5K ﹤0.01%
210
-202
570
$5K ﹤0.01%
117
571
$5K ﹤0.01%
47
-122
572
$5K ﹤0.01%
516
+331
573
$5K ﹤0.01%
36
-29
574
$5K ﹤0.01%
+64
575
$5K ﹤0.01%
66
21 22
23
24 25