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
176
$667K 0.06%
6,498
+1,054
177
$665K 0.06%
1,795
+66
178
$659K 0.06%
1,703
+136
179
$656K 0.06%
2,085
+332
180
$655K 0.06%
8,474
+1,201
181
$654K 0.06%
5,784
+894
182
$649K 0.06%
17,438
+39
183
$641K 0.06%
7,380
+1,121
184
$638K 0.06%
6,219
+1,017
185
$636K 0.06%
5,352
+259
186
$635K 0.06%
11,790
+1,814
187
$634K 0.06%
6,031
+867
188
$633K 0.06%
11,492
+4,180
189
$632K 0.06%
5,208
+787
190
$628K 0.06%
18,451
+4,954
191
$625K 0.06%
2,092
-25
192
$625K 0.06%
1,101
-34
193
$625K 0.06%
1,990
-739
194
$620K 0.05%
3,977
+643
195
$619K 0.05%
9,069
196
$615K 0.05%
6,412
+984
197
$607K 0.05%
5,694
+832
198
$605K 0.05%
3,064
+494
199
$603K 0.05%
7,603
+1,209
200
$600K 0.05%
3,352
+534
6 7
8
9 10