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
276
$35K 0.01%
+2,064
277
$35K 0.01%
+486
278
$35K 0.01%
+1,434
279
$35K 0.01%
+1,654
280
$35K 0.01%
+703
281
$34K 0.01%
+2,320
282
$34K 0.01%
+548
283
$34K 0.01%
+805
284
$33K 0.01%
+494
285
$33K 0.01%
+307
286
$32K 0.01%
+240
287
$32K 0.01%
+210
288
$32K 0.01%
+762
289
$32K 0.01%
+270
290
$32K 0.01%
+1,031
291
$32K 0.01%
+432
292
$32K 0.01%
+315
293
$31K 0.01%
+667
294
$31K 0.01%
+234
295
$31K 0.01%
+460
296
$30K 0.01%
+862
297
$30K 0.01%
+624
298
$30K 0.01%
+1,259
299
$30K 0.01%
+719
300
$30K 0.01%
+460
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