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
201
$793K 0.06%
13,629
+1,224
202
$786K 0.06%
36,461
-42
203
$756K 0.06%
6,135
+822
204
$751K 0.06%
28,417
-515
205
$739K 0.06%
2,806
-741
206
$739K 0.06%
3,140
+1,827
207
$727K 0.06%
20,804
+1,232
208
$720K 0.06%
13,842
-6
209
$711K 0.06%
2,301
-215
210
$690K 0.05%
8,055
-285
211
$689K 0.05%
2,111
-110
212
$684K 0.05%
8,376
+1,191
213
$680K 0.05%
+11,652
214
$674K 0.05%
15,301
+4,793
215
$674K 0.05%
5,979
+438
216
$671K 0.05%
7,256
+443
217
$657K 0.05%
14,449
+801
218
$643K 0.05%
2,142
+238
219
$640K 0.05%
3,808
+447
220
$639K 0.05%
2,761
+1,010
221
$632K 0.05%
4,675
222
$627K 0.05%
7,690
+156
223
$619K 0.05%
3,550
-780
224
$614K 0.05%
19,237
-7,547
225
$611K 0.05%
6,454
+2,851
7 8
9
10 11