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
726
$2K ﹤0.01%
17
+1
727
$2K ﹤0.01%
19
+1
728
$2K ﹤0.01%
26
-110
729
$2K ﹤0.01%
75
-302
730
$2K ﹤0.01%
26
731
$2K ﹤0.01%
92
-2,644
732
$2K ﹤0.01%
56
733
$2K ﹤0.01%
30
734
$2K ﹤0.01%
15
735
$2K ﹤0.01%
23
+1
736
$2K ﹤0.01%
66
737
$2K ﹤0.01%
89
738
$2K ﹤0.01%
18
-36
739
$2K ﹤0.01%
13
740
$2K ﹤0.01%
13
741
$2K ﹤0.01%
49
742
$2K ﹤0.01%
34
743
$2K ﹤0.01%
179
744
$2K ﹤0.01%
35
745
$2K ﹤0.01%
270
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746
$2K ﹤0.01%
50
747
$2K ﹤0.01%
17
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748
$2K ﹤0.01%
39
+1
749
$2K ﹤0.01%
30
750
$2K ﹤0.01%
76
28 29
30
31 32