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
576
$34K ﹤0.01%
514
577
$34K ﹤0.01%
250
578
$34K ﹤0.01%
137
-16
579
$33K ﹤0.01%
365
-66
580
$33K ﹤0.01%
307
581
$33K ﹤0.01%
374
+2
582
$33K ﹤0.01%
269
+41
583
$33K ﹤0.01%
537
-24
584
$32K ﹤0.01%
+930
585
$32K ﹤0.01%
205
586
$32K ﹤0.01%
578
-43
587
$32K ﹤0.01%
5,160
+879
588
$32K ﹤0.01%
1,478
+23
589
$31K ﹤0.01%
2,064
590
$31K ﹤0.01%
770
-16
591
$31K ﹤0.01%
+1,075
592
$31K ﹤0.01%
400
593
$31K ﹤0.01%
397
+13
594
$31K ﹤0.01%
143
-4
595
$31K ﹤0.01%
301
+107
596
$31K ﹤0.01%
+1,095
597
$31K ﹤0.01%
2,000
598
$30K ﹤0.01%
251
+16
599
$30K ﹤0.01%
+487
600
$30K ﹤0.01%
25
-26
22 23
24
25 26