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
$626M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
966
New
Increased
Reduced
Closed

Top Buys

1 +$46.8M
2 +$25.9M
3 +$17.9M
4
IAU icon
iShares Gold Trust
IAU
+$15.4M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$12.9M

Top Sells

1 +$27M
2 +$18.5M
3 +$11.9M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$11M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$7.06M

Sector Composition

1 Energy 12.6%
2 Industrials 4.27%
3 Financials 3.1%
4 Consumer Staples 2.96%
5 Technology 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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