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
676
$3K ﹤0.01%
84
+7
677
$3K ﹤0.01%
96
678
$3K ﹤0.01%
23
679
$3K ﹤0.01%
39
680
$3K ﹤0.01%
148
681
$3K ﹤0.01%
54
682
$3K ﹤0.01%
53
+1
683
$3K ﹤0.01%
76
+5
684
$2K ﹤0.01%
30
685
$2K ﹤0.01%
28
-210
686
$2K ﹤0.01%
38
687
$2K ﹤0.01%
69
688
$2K ﹤0.01%
19
689
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35
+2
690
$2K ﹤0.01%
10
691
$2K ﹤0.01%
39
-174
692
$2K ﹤0.01%
23
-88
693
$2K ﹤0.01%
26
+1
694
$2K ﹤0.01%
36
695
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110
696
$2K ﹤0.01%
27
697
$2K ﹤0.01%
43
+20
698
$2K ﹤0.01%
44
699
$2K ﹤0.01%
41
700
$2K ﹤0.01%
32
+2
26 27
28
29 30