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
251
$45K 0.01%
+1,017
252
$44K 0.01%
+1,252
253
$44K 0.01%
+400
254
$43K 0.01%
+866
255
$43K 0.01%
+1,428
256
$43K 0.01%
+678
257
$42K 0.01%
+8,881
258
$42K 0.01%
+1,610
259
$42K 0.01%
+699
260
$42K 0.01%
+175
261
$41K 0.01%
+620
262
$41K 0.01%
+2,800
263
$40K 0.01%
+263
264
$40K 0.01%
+1,958
265
$40K 0.01%
+1,221
266
$40K 0.01%
+980
267
$39K 0.01%
+691
268
$38K 0.01%
+690
269
$38K 0.01%
+194
270
$38K 0.01%
+369
271
$38K 0.01%
+482
272
$37K 0.01%
+328
273
$37K 0.01%
+2,800
274
$36K 0.01%
+464
275
$36K 0.01%
+376
9 10
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12 13