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
176
$945K 0.07%
2,506
-44
177
$935K 0.07%
8,509
-953
178
$932K 0.07%
10,249
+1,735
179
$927K 0.07%
10,158
+3,507
180
$920K 0.07%
7,534
+765
181
$919K 0.07%
14,917
+2,283
182
$919K 0.07%
19,627
+1,014
183
$917K 0.07%
9,717
+1,096
184
$914K 0.07%
14,807
+1,900
185
$909K 0.07%
4,130
+584
186
$902K 0.07%
13,809
+1,541
187
$886K 0.07%
4,828
-653
188
$876K 0.07%
30,170
+7,825
189
$872K 0.07%
4,852
190
$867K 0.07%
19,387
+115
191
$860K 0.07%
7,822
+965
192
$850K 0.07%
+10,787
193
$848K 0.07%
9,683
+722
194
$834K 0.07%
1,944
-113
195
$831K 0.07%
12,139
+1,381
196
$818K 0.06%
10,115
+663
197
$816K 0.06%
21,304
+19,837
198
$803K 0.06%
16,343
-293
199
$798K 0.06%
11,425
+3,154
200
$796K 0.06%
1,798
6 7
8
9 10