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
$1.13B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,090
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$16.6M
3
+$12.4M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$6.38M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.55M

Top Sells

1
+$9.61M
2
+$1.81M
3
+$1.75M
4
PEP icon
PepsiCo
PEP
+$1.47M
5
IBM icon
IBM
IBM
+$1.26M

Sector Composition

1 Technology 8.29%
2 Healthcare 5.33%
3 Financials 3.52%
4 Consumer Discretionary 3.51%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$840K 0.07%
3,718
-58
152
$831K 0.07%
3,214
-75
153
$825K 0.07%
7,130
+363
154
$814K 0.07%
1,266
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155
$777K 0.07%
7,531
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156
$769K 0.07%
2,875
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157
$761K 0.07%
3,401
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158
$760K 0.07%
3,682
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159
$756K 0.07%
11,945
-18,278
160
$748K 0.07%
7,416
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161
$728K 0.06%
4,679
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162
$728K 0.06%
4,825
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163
$724K 0.06%
8,429
+713
164
$716K 0.06%
4,131
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165
$716K 0.06%
8,837
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166
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167
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168
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169
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4,134
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170
$695K 0.06%
8,737
+1,383
171
$689K 0.06%
1,603
+133
172
$683K 0.06%
2,949
-178
173
$683K 0.06%
6,243
+955
174
$681K 0.06%
2,333
-64
175
$680K 0.06%
4,869
+781
5 6
7
8 9