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
$1.12B
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,206
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$17.4M
3
+$16.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$13.1M
5
AMZN icon
Amazon
AMZN
+$3.33M

Top Sells

1
+$115M
2
+$12.8M
3
+$6.38M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.98M
5
UL icon
Unilever
UL
+$2.84M

Sector Composition

1 Technology 9.54%
2 Healthcare 7.2%
3 Financials 4.51%
4 Consumer Discretionary 3.78%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$13K ﹤0.01%
382
752
$13K ﹤0.01%
216
+9
753
$13K ﹤0.01%
965
+339
754
$13K ﹤0.01%
113
+4
755
$13K ﹤0.01%
43
756
$13K ﹤0.01%
531
+84
757
$13K ﹤0.01%
2,201
+88
758
$13K ﹤0.01%
189
+18
759
$13K ﹤0.01%
579
+19
760
$13K ﹤0.01%
96
+10
761
$13K ﹤0.01%
+90
762
$13K ﹤0.01%
184
-1,253
763
$13K ﹤0.01%
101
+73
764
$13K ﹤0.01%
110
765
$13K ﹤0.01%
1,082
+442
766
$13K ﹤0.01%
167
767
$13K ﹤0.01%
97
-12
768
$13K ﹤0.01%
169
769
$13K ﹤0.01%
137
+64
770
$13K ﹤0.01%
416
+59
771
$12K ﹤0.01%
67
+47
772
$12K ﹤0.01%
68
+28
773
$12K ﹤0.01%
180
774
$12K ﹤0.01%
+550
775
$12K ﹤0.01%
+292
29 30
31
32 33