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
651
$5K ﹤0.01%
100
652
$5K ﹤0.01%
218
-4,328
653
$5K ﹤0.01%
3
654
$4K ﹤0.01%
217
655
$4K ﹤0.01%
51
656
$4K ﹤0.01%
44
657
$4K ﹤0.01%
54
658
$4K ﹤0.01%
96
659
$4K ﹤0.01%
114
660
$4K ﹤0.01%
1,440
661
$4K ﹤0.01%
83
-38
662
$4K ﹤0.01%
107
+77
663
$4K ﹤0.01%
50
664
$4K ﹤0.01%
244
+78
665
$4K ﹤0.01%
83
-37
666
$4K ﹤0.01%
92
667
$4K ﹤0.01%
136
-249
668
$4K ﹤0.01%
124
669
$4K ﹤0.01%
117
-531
670
$4K ﹤0.01%
107
671
$4K ﹤0.01%
101
672
$4K ﹤0.01%
327
-673
673
$4K ﹤0.01%
93
-17
674
$4K ﹤0.01%
38
-9
675
$4K ﹤0.01%
235
25 26
27
28 29