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
576
$6K ﹤0.01%
271
577
$6K ﹤0.01%
31
-1,188
578
$6K ﹤0.01%
177
579
$6K ﹤0.01%
189
580
$6K ﹤0.01%
65
581
$6K ﹤0.01%
312
-36
582
$6K ﹤0.01%
+285
583
$6K ﹤0.01%
161
584
$6K ﹤0.01%
+1,500
585
$6K ﹤0.01%
89
586
$6K ﹤0.01%
195
-38
587
$6K ﹤0.01%
110
-39
588
$6K ﹤0.01%
112
+38
589
$6K ﹤0.01%
68
+13
590
$6K ﹤0.01%
117
591
$6K ﹤0.01%
208
592
$6K ﹤0.01%
146
593
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35
-6
594
$6K ﹤0.01%
305
-228
595
$6K ﹤0.01%
91
596
$5K ﹤0.01%
56
+18
597
$5K ﹤0.01%
55
598
$5K ﹤0.01%
115
+36
599
$5K ﹤0.01%
131
600
$5K ﹤0.01%
516
22 23
24
25 26