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
301
$30K 0.01%
+486
302
$29K 0.01%
+2,311
303
$29K 0.01%
+417
304
$29K 0.01%
+773
305
$29K 0.01%
+8,210
306
$28K ﹤0.01%
+203
307
$28K ﹤0.01%
+158
308
$28K ﹤0.01%
+2,208
309
$28K ﹤0.01%
+432
310
$28K ﹤0.01%
+1,111
311
$28K ﹤0.01%
+1,500
312
$28K ﹤0.01%
+1,617
313
$27K ﹤0.01%
+1,420
314
$27K ﹤0.01%
+664
315
$27K ﹤0.01%
+1,157
316
$27K ﹤0.01%
+1,193
317
$27K ﹤0.01%
+537
318
$27K ﹤0.01%
+827
319
$26K ﹤0.01%
+2,415
320
$26K ﹤0.01%
+859
321
$26K ﹤0.01%
+988
322
$26K ﹤0.01%
+727
323
$26K ﹤0.01%
+414
324
$25K ﹤0.01%
+986
325
$25K ﹤0.01%
+108
11 12
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