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
$582M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$57M
2
+$55.6M
3
+$39.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$36.3M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$34.7M

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
526
$10K ﹤0.01%
+443
527
$10K ﹤0.01%
+437
528
$10K ﹤0.01%
+187
529
$10K ﹤0.01%
+210
530
$10K ﹤0.01%
+230
531
$10K ﹤0.01%
+606
532
$10K ﹤0.01%
+197
533
$10K ﹤0.01%
+445
534
$9K ﹤0.01%
+261
535
$9K ﹤0.01%
+97
536
$9K ﹤0.01%
+165
537
$9K ﹤0.01%
+48
538
$9K ﹤0.01%
+892
539
$9K ﹤0.01%
+338
540
$9K ﹤0.01%
+714
541
$9K ﹤0.01%
+62
542
$9K ﹤0.01%
+306
543
$9K ﹤0.01%
+348
544
$9K ﹤0.01%
+1,152
545
$9K ﹤0.01%
+100
546
$9K ﹤0.01%
+402
547
$9K ﹤0.01%
+243
548
$9K ﹤0.01%
+133
549
$9K ﹤0.01%
+21
550
$9K ﹤0.01%
+133
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