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
101
$1.77M 0.14%
145,087
+132,388
102
$1.74M 0.14%
26,137
+2,792
103
$1.74M 0.14%
20,775
+369
104
$1.72M 0.14%
6,684
+51
105
$1.69M 0.13%
9,345
+34
106
$1.67M 0.13%
29,890
-4,280
107
$1.66M 0.13%
8,034
-1,035
108
$1.65M 0.13%
10,907
-255
109
$1.65M 0.13%
40,745
+2,494
110
$1.59M 0.13%
24,228
+22,320
111
$1.58M 0.12%
10,754
+14
112
$1.56M 0.12%
12,363
+1,242
113
$1.55M 0.12%
15,582
-1,355
114
$1.49M 0.12%
35,562
+22,358
115
$1.48M 0.12%
5,661
+25
116
$1.48M 0.12%
16,634
+1,221
117
$1.45M 0.11%
5,438
-735
118
$1.42M 0.11%
4,603
+1,016
119
$1.42M 0.11%
4,071
+630
120
$1.41M 0.11%
12,504
+52
121
$1.41M 0.11%
41,600
+1,445
122
$1.41M 0.11%
10,363
+1,223
123
$1.38M 0.11%
7,874
-178
124
$1.38M 0.11%
22,347
125
$1.36M 0.11%
8,120
-287
3 4
5
6 7