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
376
$20K ﹤0.01%
+403
377
$20K ﹤0.01%
+251
378
$20K ﹤0.01%
+832
379
$20K ﹤0.01%
+327
380
$20K ﹤0.01%
+139
381
$20K ﹤0.01%
+1,116
382
$20K ﹤0.01%
+269
383
$19K ﹤0.01%
+499
384
$19K ﹤0.01%
+143
385
$19K ﹤0.01%
+172
386
$19K ﹤0.01%
+3,220
387
$19K ﹤0.01%
+3,229
388
$19K ﹤0.01%
+269
389
$19K ﹤0.01%
+417
390
$19K ﹤0.01%
+612
391
$19K ﹤0.01%
+1,352
392
$19K ﹤0.01%
+163
393
$19K ﹤0.01%
+163
394
$18K ﹤0.01%
+875
395
$18K ﹤0.01%
+175
396
$18K ﹤0.01%
+26
397
$18K ﹤0.01%
+421
398
$18K ﹤0.01%
+332
399
$18K ﹤0.01%
+499
400
$18K ﹤0.01%
+211
14 15
16
17 18