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
501
$11K ﹤0.01%
+698
502
$11K ﹤0.01%
+100
503
$11K ﹤0.01%
+196
504
$11K ﹤0.01%
+269
505
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+116
506
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+316
507
$11K ﹤0.01%
+156
508
$11K ﹤0.01%
+523
509
$11K ﹤0.01%
+212
510
$11K ﹤0.01%
+399
511
$11K ﹤0.01%
+680
512
$11K ﹤0.01%
+349
513
$10K ﹤0.01%
+162
514
$10K ﹤0.01%
+130
515
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+182
516
$10K ﹤0.01%
+451
517
$10K ﹤0.01%
+117
518
$10K ﹤0.01%
+233
519
$10K ﹤0.01%
+80
520
$10K ﹤0.01%
+443
521
$10K ﹤0.01%
+197
522
$10K ﹤0.01%
+157
523
$10K ﹤0.01%
+88
524
$10K ﹤0.01%
+269
525
$10K ﹤0.01%
+144
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