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
51
$1.57M 0.28%
28,420
+507
52
$1.52M 0.27%
51,973
-237
53
$1.49M 0.26%
15,441
+233
54
$1.47M 0.26%
31,865
+278
55
$1.45M 0.25%
12,438
-625
56
$1.45M 0.25%
49,648
-1,102
57
$1.45M 0.25%
20,026
+755
58
$1.44M 0.25%
12,307
+261
59
$1.43M 0.25%
18,851
-25
60
$1.41M 0.25%
18,515
+31
61
$1.36M 0.24%
38,477
+290
62
$1.33M 0.23%
11,259
+29
63
$1.33M 0.23%
20,657
+1,695
64
$1.3M 0.23%
11,444
+628
65
$1.19M 0.21%
16,497
-1,111
66
$1.13M 0.2%
64,587
+2,212
67
$1.09M 0.19%
18,840
68
$1.07M 0.19%
12,468
+362
69
$993K 0.17%
70,451
-3,453
70
$958K 0.17%
6,521
+1,220
71
$957K 0.17%
23,510
+151
72
$882K 0.15%
35,176
-892
73
$846K 0.15%
21,196
-5,714
74
$816K 0.14%
22,560
-520
75
$801K 0.14%
3,774
+2,380
1 2
3
4 5