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
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$7.05M
2
+$1.18M
3
+$795K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$505K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$495K

Top Sells

1
+$1.03M
2
+$941K
3
+$778K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$735K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$542K

Sector Composition

1 Energy 11.53%
2 Healthcare 3.02%
3 Industrials 2.88%
4 Technology 2.72%
5 Financials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$79K 0.01%
1,696
+1,550
177
$79K 0.01%
2,219
+1
178
$79K 0.01%
2,016
-316
179
$79K 0.01%
1,500
180
$78K 0.01%
1,317
+3
181
$77K 0.01%
474
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182
$77K 0.01%
1,362
-193
183
$74K 0.01%
2,676
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184
$73K 0.01%
687
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185
$73K 0.01%
+1,300
186
$72K 0.01%
5,482
-11,350
187
$71K 0.01%
600
188
$70K 0.01%
911
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189
$70K 0.01%
750
190
$70K 0.01%
501
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191
$67K 0.01%
712
192
$66K 0.01%
2,540
-2,730
193
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194
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195
$63K 0.01%
2,378
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196
$61K 0.01%
2,043
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197
$60K 0.01%
857
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198
$60K 0.01%
1,408
-1,058
199
$60K 0.01%
873
+400
200
$59K 0.01%
371
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