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
701
$17K ﹤0.01%
290
702
$17K ﹤0.01%
120
703
$17K ﹤0.01%
90
-83
704
$16K ﹤0.01%
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705
$16K ﹤0.01%
12
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706
$16K ﹤0.01%
104
+28
707
$16K ﹤0.01%
99
-2
708
$16K ﹤0.01%
339
709
$16K ﹤0.01%
69
+2
710
$16K ﹤0.01%
317
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711
$16K ﹤0.01%
172
712
$16K ﹤0.01%
+342
713
$16K ﹤0.01%
340
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714
$16K ﹤0.01%
2,699
-134
715
$16K ﹤0.01%
266
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716
$16K ﹤0.01%
336
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717
$15K ﹤0.01%
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718
$15K ﹤0.01%
574
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719
$15K ﹤0.01%
331
720
$15K ﹤0.01%
72
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721
$15K ﹤0.01%
520
+40
722
$15K ﹤0.01%
+1,206
723
$15K ﹤0.01%
140
+22
724
$15K ﹤0.01%
+362
725
$15K ﹤0.01%
108
-1
27 28
29
30 31