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
651
$4K ﹤0.01%
166
652
$4K ﹤0.01%
235
653
$4K ﹤0.01%
233
654
$4K ﹤0.01%
44
655
$4K ﹤0.01%
175
656
$4K ﹤0.01%
153
-68
657
$4K ﹤0.01%
469
658
$4K ﹤0.01%
81
659
$4K ﹤0.01%
109
660
$3K ﹤0.01%
96
+35
661
$3K ﹤0.01%
28
+17
662
$3K ﹤0.01%
70
663
$3K ﹤0.01%
28
-23
664
$3K ﹤0.01%
699
+499
665
$3K ﹤0.01%
90
+26
666
$3K ﹤0.01%
122
-26
667
$3K ﹤0.01%
35
668
$3K ﹤0.01%
95
669
$3K ﹤0.01%
51
670
$3K ﹤0.01%
95
671
$3K ﹤0.01%
44
672
$3K ﹤0.01%
78
673
$3K ﹤0.01%
132
+62
674
$3K ﹤0.01%
38
675
$3K ﹤0.01%
149
25 26
27
28 29