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
1101
$1K ﹤0.01%
10
1102
$1K ﹤0.01%
36
1103
$1K ﹤0.01%
+13
1104
$1K ﹤0.01%
89
-2,872
1105
$1K ﹤0.01%
14
1106
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26
1107
$1K ﹤0.01%
+16
1108
$1K ﹤0.01%
18
-3
1109
$1K ﹤0.01%
17
1110
$1K ﹤0.01%
5
+3
1111
$1K ﹤0.01%
8
1112
$1K ﹤0.01%
54
1113
$1K ﹤0.01%
15
1114
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+17
1115
$1K ﹤0.01%
+50
1116
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20
1117
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+19
1118
$1K ﹤0.01%
7
-10
1119
$1K ﹤0.01%
10
1120
$1K ﹤0.01%
+24
1121
$1K ﹤0.01%
+50
1122
$1K ﹤0.01%
45
+5
1123
$1K ﹤0.01%
12
-22
1124
$1K ﹤0.01%
20
1125
$1K ﹤0.01%
43
-12
43 44
45
46 47