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
$1.27B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$40.9M
3
+$38.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22.8M
5
VUG icon
Vanguard Growth ETF
VUG
+$15M

Top Sells

1
+$7.88M
2
+$3.25M
3
+$2.67M
4
CVX icon
Chevron
CVX
+$1.97M
5
XOM icon
Exxon Mobil
XOM
+$1.96M

Sector Composition

1 Technology 8.01%
2 Healthcare 6.91%
3 Financials 4.78%
4 Consumer Staples 3.85%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.61M 0.29%
16,840
-1,750
52
$3.6M 0.28%
9,417
+192
53
$3.53M 0.28%
80,954
+9,309
54
$3.5M 0.28%
34,701
+4,415
55
$3.43M 0.27%
20,725
+10,856
56
$3.41M 0.27%
6,138
+866
57
$3.37M 0.27%
66,310
+9,094
58
$3.33M 0.26%
22,723
+707
59
$3.31M 0.26%
190,287
+41,843
60
$3.23M 0.26%
46,334
-882
61
$3.2M 0.25%
12,008
-1,067
62
$3.18M 0.25%
107,800
+2,030
63
$3.15M 0.25%
311,018
-24,931
64
$3.13M 0.25%
31,215
-1,647
65
$3.12M 0.25%
80,493
+7,087
66
$2.96M 0.23%
74,184
+16,090
67
$2.95M 0.23%
12,063
+924
68
$2.94M 0.23%
78,791
-4,410
69
$2.89M 0.23%
18,433
+2,573
70
$2.86M 0.23%
8,547
+780
71
$2.83M 0.22%
5,178
+1,313
72
$2.79M 0.22%
18,410
+965
73
$2.77M 0.22%
35,607
+25,557
74
$2.76M 0.22%
231,505
+19,488
75
$2.71M 0.21%
23,164
-1,227
1 2
3
4 5