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
926
$6K ﹤0.01%
+76
927
$6K ﹤0.01%
58
+4
928
$6K ﹤0.01%
+82
929
$6K ﹤0.01%
1,000
930
$6K ﹤0.01%
120
+44
931
$6K ﹤0.01%
209
+98
932
$6K ﹤0.01%
7
933
$6K ﹤0.01%
+78
934
$6K ﹤0.01%
92
935
$6K ﹤0.01%
13
+7
936
$6K ﹤0.01%
950
937
$6K ﹤0.01%
271
938
$6K ﹤0.01%
37
-10
939
$5K ﹤0.01%
+99
940
$5K ﹤0.01%
47
+2
941
$5K ﹤0.01%
43
942
$5K ﹤0.01%
+227
943
$5K ﹤0.01%
+16
944
$5K ﹤0.01%
32
-2
945
$5K ﹤0.01%
72
+69
946
$5K ﹤0.01%
58
947
$5K ﹤0.01%
+143
948
$5K ﹤0.01%
128
+49
949
$5K ﹤0.01%
96
950
$5K ﹤0.01%
+87
36 37
38
39 40