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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
$571M
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,042
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.9M
3
+$7.24M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$6.24M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.79M

Top Sells

1
+$2.11M
2
+$1.98M
3
+$1.91M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.64M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$956K

Sector Composition

1 Energy 5.67%
2 Technology 5.25%
3 Healthcare 4.48%
4 Financials 3.72%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$10K ﹤0.01%
120
-197
577
$10K ﹤0.01%
152
+40
578
$10K ﹤0.01%
+122
579
$10K ﹤0.01%
656
-2,740
580
$10K ﹤0.01%
68
-166
581
$10K ﹤0.01%
78
+11
582
$10K ﹤0.01%
998
-429
583
$10K ﹤0.01%
694
-135
584
$10K ﹤0.01%
1,396
+961
585
$10K ﹤0.01%
94
-8
586
$10K ﹤0.01%
700
587
$10K ﹤0.01%
337
-79
588
$10K ﹤0.01%
159
-2
589
$10K ﹤0.01%
82
-19
590
$10K ﹤0.01%
786
591
$10K ﹤0.01%
356
-402
592
$10K ﹤0.01%
376
+28
593
$10K ﹤0.01%
220
-17
594
$10K ﹤0.01%
120
-92
595
$9K ﹤0.01%
590
+59
596
$9K ﹤0.01%
+600
597
$9K ﹤0.01%
1,021
+446
598
$9K ﹤0.01%
158
599
$9K ﹤0.01%
+184
600
$9K ﹤0.01%
106
-78
22 23
24
25 26