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
$582M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$55.6M
3
+$39.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$36.5M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$35.6M

Top Sells

No sells this quarter

Sector Composition

1 Energy 5.4%
2 Industrials 3.1%
3 Financials 2.87%
4 Consumer Staples 2.57%
5 Technology 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51K 0.01%
+3,055
227
$51K 0.01%
+1,162
228
$51K 0.01%
+1,439
229
$51K 0.01%
+708
230
$51K 0.01%
+660
231
$51K 0.01%
+621
232
$50K 0.01%
+817
233
$50K 0.01%
+1,483
234
$50K 0.01%
+1,380
235
$49K 0.01%
+956
236
$49K 0.01%
+851
237
$49K 0.01%
+739
238
$48K 0.01%
+1,482
239
$48K 0.01%
+4,975
240
$48K 0.01%
+1,232
241
$48K 0.01%
+759
242
$47K 0.01%
+1,628
243
$47K 0.01%
+760
244
$47K 0.01%
+454
245
$47K 0.01%
+1,463
246
$46K 0.01%
+733
247
$46K 0.01%
+6,440
248
$46K 0.01%
+856
249
$45K 0.01%
+3,338
250
$45K 0.01%
+327
8 9
10
11 12