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
426
$16K ﹤0.01%
+1,172
427
$16K ﹤0.01%
+329
428
$15K ﹤0.01%
+218
429
$15K ﹤0.01%
+409
430
$15K ﹤0.01%
+180
431
$15K ﹤0.01%
+1,392
432
$15K ﹤0.01%
+200
433
$15K ﹤0.01%
+153
434
$15K ﹤0.01%
+898
435
$15K ﹤0.01%
+572
436
$15K ﹤0.01%
+140
437
$15K ﹤0.01%
+482
438
$15K ﹤0.01%
+201
439
$15K ﹤0.01%
+2,738
440
$15K ﹤0.01%
+1,180
441
$15K ﹤0.01%
+284
442
$15K ﹤0.01%
+105
443
$15K ﹤0.01%
+428
444
$15K ﹤0.01%
+88
445
$15K ﹤0.01%
+129
446
$14K ﹤0.01%
+1,404
447
$14K ﹤0.01%
+96
448
$14K ﹤0.01%
+170
449
$14K ﹤0.01%
+293
450
$14K ﹤0.01%
+121
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