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
801
$1K ﹤0.01%
+75
802
$1K ﹤0.01%
36
803
$1K ﹤0.01%
31
804
$1K ﹤0.01%
32
805
$1K ﹤0.01%
+6
806
$1K ﹤0.01%
23
807
$1K ﹤0.01%
182
-121
808
$1K ﹤0.01%
9
809
$1K ﹤0.01%
34
810
$1K ﹤0.01%
+17
811
$1K ﹤0.01%
180
812
$1K ﹤0.01%
92
-166
813
$1K ﹤0.01%
30
814
$1K ﹤0.01%
22
815
$1K ﹤0.01%
33
816
$1K ﹤0.01%
89
817
$1K ﹤0.01%
13
818
$1K ﹤0.01%
49
819
$1K ﹤0.01%
28
820
$1K ﹤0.01%
13
821
– –
0
822
$1K ﹤0.01%
22
823
$1K ﹤0.01%
46
824
$1K ﹤0.01%
24
825
$1K ﹤0.01%
27
31 32
33
34 35