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
$1.12B
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,206
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$17.4M
3
+$16.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$13.1M
5
AMZN icon
Amazon
AMZN
+$3.33M

Top Sells

1
+$115M
2
+$12.8M
3
+$6.38M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.98M
5
UL icon
Unilever
UL
+$2.84M

Sector Composition

1 Technology 9.54%
2 Healthcare 7.2%
3 Financials 4.51%
4 Consumer Discretionary 3.78%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$20K ﹤0.01%
241
677
$19K ﹤0.01%
61
+2
678
$19K ﹤0.01%
2,545
679
$19K ﹤0.01%
+715
680
$19K ﹤0.01%
981
681
$19K ﹤0.01%
179
682
$19K ﹤0.01%
223
+25
683
$19K ﹤0.01%
77
+24
684
$19K ﹤0.01%
520
-5,174
685
$19K ﹤0.01%
264
-37
686
$19K ﹤0.01%
312
+18
687
$18K ﹤0.01%
641
-9
688
$18K ﹤0.01%
80
+22
689
$18K ﹤0.01%
1,000
690
$18K ﹤0.01%
+672
691
$18K ﹤0.01%
1,710
-53
692
$18K ﹤0.01%
504
-7
693
$18K ﹤0.01%
1,095
-9
694
$18K ﹤0.01%
27
+3
695
$18K ﹤0.01%
325
-16
696
$17K ﹤0.01%
1,870
-196
697
$17K ﹤0.01%
343
-12
698
$17K ﹤0.01%
+87
699
$17K ﹤0.01%
750
700
$17K ﹤0.01%
121
+5
26 27
28
29 30