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
551
$23K ﹤0.01%
124
-20
552
$23K ﹤0.01%
+791
553
$23K ﹤0.01%
578
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554
$23K ﹤0.01%
318
555
$23K ﹤0.01%
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-28
556
$23K ﹤0.01%
360
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557
$22K ﹤0.01%
89
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558
$22K ﹤0.01%
340
559
$22K ﹤0.01%
948
-166
560
$22K ﹤0.01%
146
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561
$21K ﹤0.01%
630
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562
$21K ﹤0.01%
114
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563
$21K ﹤0.01%
241
+169
564
$21K ﹤0.01%
1,710
565
$21K ﹤0.01%
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$21K ﹤0.01%
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568
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569
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570
$21K ﹤0.01%
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571
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572
$20K ﹤0.01%
64
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573
$20K ﹤0.01%
216
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$19K ﹤0.01%
57
575
$19K ﹤0.01%
607
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21 22
23
24 25