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
$556M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1 +$875K
2 +$778K
3 +$509K
4
NWL icon
Newell Brands
NWL
+$439K
5
SLB icon
SLB Ltd
SLB
+$436K

Top Sells

1 +$13.1M
2 +$3.41M
3 +$2.58M
4
PEP icon
PepsiCo
PEP
+$2.31M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.81M

Sector Composition

1 Energy 10.93%
2 Financials 3%
3 Healthcare 2.93%
4 Technology 2.84%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$7K ﹤0.01%
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603
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611
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243
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619
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+390
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144
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621
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43
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68
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623
$6K ﹤0.01%
+250
624
$6K ﹤0.01%
139
625
$6K ﹤0.01%
431
-10,645