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
351
$22K ﹤0.01%
+329
352
$22K ﹤0.01%
+103
353
$22K ﹤0.01%
+267
354
$22K ﹤0.01%
+980
355
$21K ﹤0.01%
+435
356
$21K ﹤0.01%
+385
357
$21K ﹤0.01%
+205
358
$21K ﹤0.01%
+442
359
$21K ﹤0.01%
+431
360
$21K ﹤0.01%
+151
361
$21K ﹤0.01%
+309
362
$21K ﹤0.01%
+460
363
$21K ﹤0.01%
+253
364
$21K ﹤0.01%
+1,000
365
$21K ﹤0.01%
+434
366
$21K ﹤0.01%
+3,915
367
$21K ﹤0.01%
+1,989
368
$21K ﹤0.01%
+326
369
$21K ﹤0.01%
+168
370
$21K ﹤0.01%
+431
371
$21K ﹤0.01%
+777
372
$21K ﹤0.01%
+385
373
$21K ﹤0.01%
+252
374
$20K ﹤0.01%
+310
375
$20K ﹤0.01%
+500
13 14
15
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