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
126
$1.35M 0.11%
16,973
+7,309
127
$1.34M 0.11%
14,426
+1,035
128
$1.34M 0.11%
54,018
-4,074
129
$1.33M 0.11%
17,448
+1,413
130
$1.31M 0.1%
22,483
+3,542
131
$1.31M 0.1%
6,287
-100
132
$1.3M 0.1%
12,639
+1,853
133
$1.29M 0.1%
22,586
+1,954
134
$1.27M 0.1%
7,096
-112
135
$1.26M 0.1%
14,276
+1,693
136
$1.25M 0.1%
12,614
+1,898
137
$1.24M 0.1%
5,506
+255
138
$1.23M 0.1%
9,541
+1,104
139
$1.22M 0.1%
6,041
+111
140
$1.21M 0.1%
16,960
+2,630
141
$1.21M 0.1%
14,015
-626
142
$1.19M 0.09%
7,174
+98
143
$1.18M 0.09%
7,219
+1,098
144
$1.17M 0.09%
5,524
+786
145
$1.17M 0.09%
12,139
+1,737
146
$1.16M 0.09%
10,623
+1,545
147
$1.14M 0.09%
25,310
-19,765
148
$1.13M 0.09%
2,482
+191
149
$1.11M 0.09%
10,113
-3,824
150
$1.1M 0.09%
1,547
-334
4 5
6
7 8