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
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14.2M
3
+$7.38M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.86M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.75M

Top Sells

1
+$17.6M
2
+$2.8M
3
+$2.68M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.65M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.54M

Sector Composition

1 Energy 11.2%
2 Industrials 2.79%
3 Financials 2.72%
4 Consumer Staples 2.71%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2K ﹤0.01%
+166
727
$2K ﹤0.01%
41
728
$2K ﹤0.01%
36
729
$2K ﹤0.01%
106
730
$2K ﹤0.01%
16
731
$2K ﹤0.01%
25
732
$2K ﹤0.01%
55
733
$2K ﹤0.01%
75
734
$2K ﹤0.01%
24
735
$2K ﹤0.01%
75
736
$2K ﹤0.01%
26
737
$2K ﹤0.01%
563
-475
738
$2K ﹤0.01%
56
739
$2K ﹤0.01%
99
740
$2K ﹤0.01%
21
741
$2K ﹤0.01%
40
742
$2K ﹤0.01%
66
743
$2K ﹤0.01%
13
744
$2K ﹤0.01%
13
-12
745
$2K ﹤0.01%
34
746
$2K ﹤0.01%
77
747
$2K ﹤0.01%
28
748
$2K ﹤0.01%
35
749
$2K ﹤0.01%
29
-5
750
$2K ﹤0.01%
42
28 29
30
31 32