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
176
$85K 0.02%
1,273
-781
177
$85K 0.02%
1,314
-27
178
$85K 0.02%
1,127
+32
179
$83K 0.01%
1,078
-4,510
180
$83K 0.01%
1,328
-50
181
$82K 0.01%
2,825
-11
182
$82K 0.01%
+6,086
183
$81K 0.01%
2,163
+1,600
184
$81K 0.01%
2,384
+172
185
$81K 0.01%
2,035
186
$81K 0.01%
1,713
+371
187
$78K 0.01%
1,677
-24
188
$78K 0.01%
1,460
+674
189
$77K 0.01%
+1,000
190
$76K 0.01%
780
-30
191
$76K 0.01%
1,500
-1,000
192
$75K 0.01%
1,176
+455
193
$75K 0.01%
952
-664
194
$75K 0.01%
2,218
+1,622
195
$75K 0.01%
731
-104
196
$75K 0.01%
+2,000
197
$72K 0.01%
1,226
-27
198
$70K 0.01%
750
199
$69K 0.01%
3,000
200
$69K 0.01%
600
6 7
8
9 10