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
601
$4K ﹤0.01%
+28
602
$4K ﹤0.01%
186
603
$4K ﹤0.01%
42
-12
604
$4K ﹤0.01%
1,317
-1,228
605
$4K ﹤0.01%
295
+18
606
$4K ﹤0.01%
217
607
$4K ﹤0.01%
80
+2
608
$4K ﹤0.01%
45
609
$4K ﹤0.01%
73
+3
610
$4K ﹤0.01%
421
-471
611
$4K ﹤0.01%
180
612
$4K ﹤0.01%
83
613
$4K ﹤0.01%
38
614
$4K ﹤0.01%
+33
615
$4K ﹤0.01%
156
+7
616
$4K ﹤0.01%
50
617
$4K ﹤0.01%
244
618
$4K ﹤0.01%
94
+2
619
$4K ﹤0.01%
470
+30
620
$4K ﹤0.01%
70
621
$4K ﹤0.01%
117
622
$4K ﹤0.01%
99
-28
623
$4K ﹤0.01%
101
624
$4K ﹤0.01%
327
625
$4K ﹤0.01%
73
23 24
25
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