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
1051
$190 ﹤0.01%
5
1052
$160 ﹤0.01%
+8
1053
$148 ﹤0.01%
9
1054
$135 ﹤0.01%
5
1055
$93 ﹤0.01%
27
1056
$85 ﹤0.01%
4
1057
$51 ﹤0.01%
1
1058
$35 ﹤0.01%
1
1059
$34 ﹤0.01%
1
1060
$16 ﹤0.01%
1
1061
$13 ﹤0.01%
2
1062
– –
-69
1063
– –
-14
1064
– –
-3,682
1065
– –
-27
1066
– –
-67
1067
– –
-1
1068
– –
-1,738
1069
– –
-2,000
1070
– –
-5
1071
– –
-77
1072
– –
-1,117
1073
– –
-288
1074
– –
-876
1075
– –
-10
41 42
43
44 45