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
$1.27B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$40.9M
3
+$38.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22.8M
5
VUG icon
Vanguard Growth ETF
VUG
+$15M

Top Sells

1
+$7.88M
2
+$3.25M
3
+$2.67M
4
CVX icon
Chevron
CVX
+$1.97M
5
XOM icon
Exxon Mobil
XOM
+$1.96M

Sector Composition

1 Technology 8.01%
2 Healthcare 6.91%
3 Financials 4.78%
4 Consumer Staples 3.85%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.7M 0.21%
92,398
+7,951
77
$2.65M 0.21%
27,951
+9,574
78
$2.65M 0.21%
24,048
-17,793
79
$2.63M 0.21%
10,027
-10,164
80
$2.56M 0.2%
9,661
+393
81
$2.41M 0.19%
19,998
-4,641
82
$2.34M 0.19%
20,699
+2,295
83
$2.34M 0.18%
9,420
+7,839
84
$2.32M 0.18%
12,915
-10,960
85
$2.21M 0.17%
6,995
+54
86
$2.19M 0.17%
34,602
-593
87
$2.16M 0.17%
31,444
+2,837
88
$2.03M 0.16%
3,103
+331
89
$2.02M 0.16%
8,530
+3,945
90
$1.99M 0.16%
15,038
-3,406
91
$1.95M 0.15%
23,440
+23,319
92
$1.93M 0.15%
58,422
-16,773
93
$1.91M 0.15%
13,642
94
$1.9M 0.15%
5,205
+147
95
$1.9M 0.15%
26,836
+3,862
96
$1.89M 0.15%
111,914
97
$1.86M 0.15%
5,529
+203
98
$1.83M 0.14%
22,093
+2,449
99
$1.8M 0.14%
26,684
100
$1.78M 0.14%
24,957
+1,023
2 3
4
5 6