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
751
$2K ﹤0.01%
23
752
$2K ﹤0.01%
50
753
$2K ﹤0.01%
156
+86
754
$2K ﹤0.01%
81
755
$2K ﹤0.01%
45
-37
756
$2K ﹤0.01%
54
757
$2K ﹤0.01%
29
+4
758
$2K ﹤0.01%
+26
759
$2K ﹤0.01%
52
760
$2K ﹤0.01%
69
761
$2K ﹤0.01%
40
-15
762
$2K ﹤0.01%
71
763
$2K ﹤0.01%
44
764
$1K ﹤0.01%
+39
765
$1K ﹤0.01%
41
766
$1K ﹤0.01%
40
767
$1K ﹤0.01%
30
768
$1K ﹤0.01%
16
769
$1K ﹤0.01%
76
770
$1K ﹤0.01%
3
771
$1K ﹤0.01%
11
772
$1K ﹤0.01%
52
773
$1K ﹤0.01%
24
-83
774
$1K ﹤0.01%
19
775
$1K ﹤0.01%
90
29 30
31
32 33