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
$556M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$778K
3
+$509K
4
NWL icon
Newell Brands
NWL
+$439K
5
SLB icon
SLB Ltd
SLB
+$436K

Top Sells

1
+$13.1M
2
+$3.41M
3
+$2.58M
4
PEP icon
PepsiCo
PEP
+$2.31M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.81M

Sector Composition

1 Energy 10.93%
2 Financials 3%
3 Healthcare 2.93%
4 Technology 2.84%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$128K 0.02%
3,700
-60
152
$128K 0.02%
1,887
-117
153
$123K 0.02%
1,979
-594
154
$121K 0.02%
2,098
+306
155
$119K 0.02%
6,000
156
$116K 0.02%
895
-2,449
157
$115K 0.02%
1,747
+125
158
$115K 0.02%
2,332
+21
159
$115K 0.02%
2,639
+1,949
160
$113K 0.02%
+1,515
161
$111K 0.02%
2,466
-1,439
162
$110K 0.02%
1,753
+1,187
163
$106K 0.02%
1,235
+1,194
164
$104K 0.02%
2,474
+1,961
165
$103K 0.02%
1,322
-44
166
$100K 0.02%
1,363
-64
167
$98K 0.02%
742
-10
168
$95K 0.02%
3,416
+2
169
$91K 0.02%
1,555
-218
170
$90K 0.02%
2,332
-2,076
171
$89K 0.02%
1,500
172
$88K 0.02%
+3,182
173
$88K 0.02%
+3,510
174
$86K 0.02%
1,057
175
$86K 0.02%
700
5 6
7
8 9