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
151
$1.09M 0.09%
6,694
+981
152
$1.09M 0.09%
6,942
-9
153
$1.08M 0.09%
10,805
+771
154
$1.06M 0.08%
5,996
-700
155
$1.05M 0.08%
12,094
+1,730
156
$1.05M 0.08%
8,098
+1,021
157
$1.05M 0.08%
1,917
+6
158
$1.03M 0.08%
5,863
+711
159
$1.03M 0.08%
13,318
+3,160
160
$1.02M 0.08%
5,023
+754
161
$1.01M 0.08%
12,661
+1,190
162
$1.01M 0.08%
3,353
+442
163
$1.01M 0.08%
14,781
+4,806
164
$1.01M 0.08%
8,284
+590
165
$984K 0.08%
22,222
+2,489
166
$983K 0.08%
5,062
+748
167
$976K 0.08%
5,764
+904
168
$976K 0.08%
7,193
+873
169
$971K 0.08%
12,343
+1,954
170
$967K 0.08%
4,617
+717
171
$965K 0.08%
7,499
-775
172
$964K 0.08%
7,190
-1,525
173
$958K 0.08%
2,727
174
$956K 0.08%
4,386
+1,847
175
$952K 0.08%
16,978
+2,004
5 6
7
8 9