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
201
$68K 0.01%
805
+800
202
$68K 0.01%
422
-38
203
$68K 0.01%
455
+300
204
$67K 0.01%
712
-164
205
$65K 0.01%
1,074
206
$65K 0.01%
3,703
-5,936
207
$64K 0.01%
227
-35
208
$64K 0.01%
388
-63
209
$63K 0.01%
1,463
-44
210
$62K 0.01%
944
+23
211
$62K 0.01%
1,458
-86
212
$61K 0.01%
489
+21
213
$61K 0.01%
719
+112
214
$61K 0.01%
1,956
-124
215
$60K 0.01%
2,879
-7,245
216
$60K 0.01%
297
-8
217
$59K 0.01%
1,012
-14
218
$58K 0.01%
1,525
+591
219
$58K 0.01%
11,693
+1,759
220
$58K 0.01%
3,387
+720
221
$57K 0.01%
816
222
$57K 0.01%
600
223
$57K 0.01%
529
-8
224
$56K 0.01%
710
-34
225
$56K 0.01%
544
+500
7 8
9
10 11