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
$886M
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,001
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.77M
3
+$7.86M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.39M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.79M

Top Sells

1
+$14.8M
2
+$4.48M
3
+$3.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.16M
5
SFNC icon
Simmons First National
SFNC
+$1.15M

Sector Composition

1 Technology 7.08%
2 Healthcare 4.25%
3 Financials 3.84%
4 Communication Services 2.83%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$29K ﹤0.01%
362
-44
502
$29K ﹤0.01%
1,070
+1
503
$29K ﹤0.01%
369
-51
504
$29K ﹤0.01%
1,839
505
$29K ﹤0.01%
229
-18
506
$29K ﹤0.01%
842
+775
507
$29K ﹤0.01%
+87
508
$29K ﹤0.01%
359
-64
509
$29K ﹤0.01%
228
510
$29K ﹤0.01%
271
-139
511
$28K ﹤0.01%
317
512
$28K ﹤0.01%
717
513
$28K ﹤0.01%
368
514
$28K ﹤0.01%
258
-78
515
$28K ﹤0.01%
949
-475
516
$28K ﹤0.01%
741
+509
517
$28K ﹤0.01%
305
-50
518
$28K ﹤0.01%
462
+36
519
$28K ﹤0.01%
20
-9
520
$28K ﹤0.01%
390
521
$27K ﹤0.01%
+832
522
$27K ﹤0.01%
1,723
+843
523
$27K ﹤0.01%
195
+44
524
$27K ﹤0.01%
201
-37
525
$27K ﹤0.01%
366
+111
19 20
21
22 23