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
901
$7K ﹤0.01%
549
-53
902
$7K ﹤0.01%
33
+19
903
$7K ﹤0.01%
167
+29
904
$7K ﹤0.01%
54
905
$7K ﹤0.01%
+68
906
$7K ﹤0.01%
+650
907
$7K ﹤0.01%
304
-297
908
$7K ﹤0.01%
19
+15
909
$7K ﹤0.01%
239
+188
910
$6K ﹤0.01%
113
+33
911
$6K ﹤0.01%
33
912
$6K ﹤0.01%
13
+9
913
$6K ﹤0.01%
129
+78
914
$6K ﹤0.01%
+215
915
$6K ﹤0.01%
83
+7
916
$6K ﹤0.01%
109
917
$6K ﹤0.01%
92
-44
918
$6K ﹤0.01%
148
919
$6K ﹤0.01%
193
920
$6K ﹤0.01%
+184
921
$6K ﹤0.01%
227
-37
922
$6K ﹤0.01%
34
923
$6K ﹤0.01%
213
+169
924
$6K ﹤0.01%
90
-2,230
925
$6K ﹤0.01%
28
-19
35 36
37
38 39