ZB

Zions Bancorporation Portfolio holdings

AUM $1.59B
1-Year Est. Return 19.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$886M
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,001
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.77M
3
+$7.86M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.39M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.79M

Top Sells

1
+$14.8M
2
+$4.48M
3
+$3.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.16M
5
SFNC icon
Simmons First National
SFNC
+$1.15M

Sector Composition

1 Technology 7.08%
2 Healthcare 4.25%
3 Financials 3.84%
4 Communication Services 2.83%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$70K 0.01%
508
-5,947
377
$70K 0.01%
326
-22
378
$69K 0.01%
421
-40
379
$68K 0.01%
1,178
-36
380
$68K 0.01%
876
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381
$67K 0.01%
581
-213
382
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270
-27
383
$67K 0.01%
+735
384
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204
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385
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1,401
-69
386
$65K 0.01%
185
-23
387
$64K 0.01%
1,301
388
$64K 0.01%
+2,443
389
$64K 0.01%
675
-155
390
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931
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391
$64K 0.01%
863
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392
$63K 0.01%
1,715
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393
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871
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395
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469
396
$62K 0.01%
317
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397
$62K 0.01%
1,167
-25
398
$61K 0.01%
2,125
399
$60K 0.01%
3,308
-175
400
$59K 0.01%
2,993
+80
14 15
16
17 18