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
826
$1K ﹤0.01%
13
827
$1K ﹤0.01%
292
828
$1K ﹤0.01%
24
829
$1K ﹤0.01%
9
830
$1K ﹤0.01%
26
831
$1K ﹤0.01%
34
832
$1K ﹤0.01%
36
+5
833
$1K ﹤0.01%
26
+1
834
$1K ﹤0.01%
55
835
$1K ﹤0.01%
33
836
$1K ﹤0.01%
54
837
$1K ﹤0.01%
15
838
$1K ﹤0.01%
38
839
$1K ﹤0.01%
16
840
$1K ﹤0.01%
11
841
$1K ﹤0.01%
8
842
$1K ﹤0.01%
76
843
$1K ﹤0.01%
67
-168
844
$1K ﹤0.01%
14
845
$1K ﹤0.01%
10
846
$1K ﹤0.01%
+218
847
– –
-522
848
$0 ﹤0.01%
13
849
– –
-55
850
– –
-1,020
32 33
34
35 36