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
26
$3.34M 0.57%
+39,314
27
$3.04M 0.52%
+25,583
28
$2.96M 0.51%
+28,332
29
$2.89M 0.5%
+39,115
30
$2.79M 0.48%
+68,751
31
$2.77M 0.48%
+24,283
32
$2.68M 0.46%
+32,020
33
$2.63M 0.45%
+79,726
34
$2.62M 0.45%
+106,382
35
$2.44M 0.42%
+59,895
36
$2.31M 0.4%
+96,733
37
$2.14M 0.37%
+5,840
38
$2.11M 0.36%
+43,449
39
$2.1M 0.36%
+67,065
40
$2.02M 0.35%
+33,308
41
$2M 0.34%
+35,252
42
$1.93M 0.33%
+28,478
43
$1.8M 0.31%
+32,818
44
$1.78M 0.31%
+16,505
45
$1.77M 0.3%
+25,904
46
$1.77M 0.3%
+37,306
47
$1.75M 0.3%
+22,402
48
$1.67M 0.29%
+20,298
49
$1.55M 0.27%
+19,168
50
$1.55M 0.27%
+24,163
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