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
451
$14K ﹤0.01%
+314
452
$14K ﹤0.01%
+75
453
$14K ﹤0.01%
+312
454
$14K ﹤0.01%
+1,529
455
$14K ﹤0.01%
+280
456
$14K ﹤0.01%
+126
457
$14K ﹤0.01%
+137
458
$14K ﹤0.01%
+56
459
$13K ﹤0.01%
+159
460
$13K ﹤0.01%
+367
461
$13K ﹤0.01%
+215
462
$13K ﹤0.01%
+157
463
$13K ﹤0.01%
+176
464
$13K ﹤0.01%
+54
465
$13K ﹤0.01%
+266
466
$13K ﹤0.01%
+231
467
$13K ﹤0.01%
+156
468
$13K ﹤0.01%
+576
469
$13K ﹤0.01%
+258
470
$13K ﹤0.01%
+133
471
$13K ﹤0.01%
+115
472
$13K ﹤0.01%
+293
473
$13K ﹤0.01%
+274
474
$13K ﹤0.01%
+666
475
$13K ﹤0.01%
+98
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