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
$626M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
966
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$25.9M
3
+$17.2M
4
IAU icon
iShares Gold Trust
IAU
+$15.2M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$12.6M

Top Sells

1
+$26.6M
2
+$18.2M
3
+$11.7M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$10.7M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$6.74M

Sector Composition

1 Energy 12.6%
2 Industrials 4.27%
3 Financials 3.1%
4 Consumer Staples 2.96%
5 Technology 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$292K 0.05%
5,284
+956
127
$277K 0.04%
8,148
128
$270K 0.04%
8,962
+3,876
129
$231K 0.04%
5,491
+4,143
130
$222K 0.04%
3,600
-369
131
$220K 0.04%
2,825
+2,204
132
$205K 0.03%
1
-2
133
$203K 0.03%
2,286
+1,136
134
$201K 0.03%
2,265
-305
135
$197K 0.03%
3,466
-51
136
$184K 0.03%
1,925
-143
137
$183K 0.03%
3,736
+2,400
138
$178K 0.03%
12,276
139
$174K 0.03%
3,016
-200
140
$171K 0.03%
3,162
+834
141
$169K 0.03%
1,988
+913
142
$165K 0.03%
+3,156
143
$161K 0.03%
2,394
-35
144
$147K 0.02%
1,215
+1,064
145
$139K 0.02%
2,500
-70
146
$136K 0.02%
8,481
147
$129K 0.02%
3,145
+1,706
148
$126K 0.02%
6,000
149
$112K 0.02%
600
+100
150
$108K 0.02%
+994
4 5
6
7 8