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
401
$18K ﹤0.01%
+319
402
$18K ﹤0.01%
+111
403
$18K ﹤0.01%
+239
404
$18K ﹤0.01%
+1,300
405
$17K ﹤0.01%
+179
406
$17K ﹤0.01%
+238
407
$17K ﹤0.01%
+901
408
$17K ﹤0.01%
+428
409
$17K ﹤0.01%
+1,505
410
$17K ﹤0.01%
+1,053
411
$17K ﹤0.01%
+802
412
$17K ﹤0.01%
+1,749
413
$17K ﹤0.01%
+152
414
$17K ﹤0.01%
+511
415
$17K ﹤0.01%
+402
416
$16K ﹤0.01%
+80
417
$16K ﹤0.01%
+1,688
418
$16K ﹤0.01%
+410
419
$16K ﹤0.01%
+280
420
$16K ﹤0.01%
+260
421
$16K ﹤0.01%
+196
422
$16K ﹤0.01%
+3,400
423
$16K ﹤0.01%
+177
424
$16K ﹤0.01%
+2,079
425
$16K ﹤0.01%
+279
15 16
17
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