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
$573M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14.2M
3
+$7.38M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.86M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.75M

Top Sells

1
+$17.6M
2
+$2.8M
3
+$2.68M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.65M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.54M

Sector Composition

1 Energy 11.2%
2 Industrials 2.79%
3 Financials 2.72%
4 Consumer Staples 2.71%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$71K 0.01%
1,701
+36
177
$70K 0.01%
810
+104
178
$70K 0.01%
750
179
$69K 0.01%
262
+25
180
$69K 0.01%
876
181
$67K 0.01%
460
+64
182
$67K 0.01%
2,531
+847
183
$66K 0.01%
2,035
184
$66K 0.01%
1,253
+27
185
$65K 0.01%
2,212
-1,784
186
$64K 0.01%
232
+33
187
$63K 0.01%
451
+14
188
$62K 0.01%
1,544
+111
189
$62K 0.01%
+7,631
190
$61K 0.01%
388
+68
191
$60K 0.01%
1,342
-412
192
$60K 0.01%
1,253
+266
193
$59K 0.01%
+600
194
$58K 0.01%
1,074
-34
195
$57K 0.01%
1,399
196
$57K 0.01%
1,507
-51
197
$57K 0.01%
1,633
+255
198
$56K 0.01%
769
-47
199
$56K 0.01%
816
-26
200
$56K 0.01%
744
+46
6 7
8
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