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
476
$13K ﹤0.01%
+122
477
$13K ﹤0.01%
+1,244
478
$12K ﹤0.01%
+203
479
$12K ﹤0.01%
+153
480
$12K ﹤0.01%
+271
481
$12K ﹤0.01%
+110
482
$12K ﹤0.01%
+256
483
$12K ﹤0.01%
+591
484
$12K ﹤0.01%
+1,177
485
$12K ﹤0.01%
+847
486
$12K ﹤0.01%
+272
487
$12K ﹤0.01%
+17
488
$12K ﹤0.01%
+122
489
$12K ﹤0.01%
+273
490
$12K ﹤0.01%
+303
491
$12K ﹤0.01%
+517
492
$12K ﹤0.01%
+234
493
$12K ﹤0.01%
+87
494
$12K ﹤0.01%
+1,535
495
$12K ﹤0.01%
+96
496
$12K ﹤0.01%
+275
497
$11K ﹤0.01%
+53
498
$11K ﹤0.01%
+369
499
$11K ﹤0.01%
+188
500
$11K ﹤0.01%
+97
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