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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
$573M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$1.16M
3
+$800K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$494K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$483K

Top Sells

1
+$1.01M
2
+$918K
3
+$778K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$712K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$533K

Sector Composition

1 Energy 11.53%
2 Healthcare 3.02%
3 Industrials 2.88%
4 Technology 2.72%
5 Financials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$11K ﹤0.01%
258
-93
427
$11K ﹤0.01%
348
-426
428
$11K ﹤0.01%
288
429
$11K ﹤0.01%
358
-1,283
430
$11K ﹤0.01%
2,913
-210
431
$11K ﹤0.01%
130
432
$11K ﹤0.01%
556
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433
$11K ﹤0.01%
225
-45
434
$11K ﹤0.01%
201
435
$10K ﹤0.01%
183
+1
436
$10K ﹤0.01%
1,338
-1,487
437
$10K ﹤0.01%
331
438
$10K ﹤0.01%
225
-41
439
$10K ﹤0.01%
118
+3
440
$10K ﹤0.01%
62
441
$10K ﹤0.01%
307
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157
443
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218
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$10K ﹤0.01%
243
445
$10K ﹤0.01%
373
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446
$10K ﹤0.01%
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-298
447
$10K ﹤0.01%
219
+10
448
$10K ﹤0.01%
274
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449
$10K ﹤0.01%
164
-30
450
$10K ﹤0.01%
214
+1
16 17
18
19 20