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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
$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
601
$7K ﹤0.01%
+47
602
$7K ﹤0.01%
+56
603
$7K ﹤0.01%
+209
604
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605
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+166
606
$7K ﹤0.01%
+80
607
$7K ﹤0.01%
+143
608
$7K ﹤0.01%
+121
609
$7K ﹤0.01%
+137
610
$7K ﹤0.01%
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611
$7K ﹤0.01%
+66
612
$7K ﹤0.01%
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613
$6K ﹤0.01%
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614
$6K ﹤0.01%
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615
$6K ﹤0.01%
+131
616
$6K ﹤0.01%
+162
617
$6K ﹤0.01%
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618
$6K ﹤0.01%
+123
619
$6K ﹤0.01%
+120
620
$6K ﹤0.01%
+51
621
$6K ﹤0.01%
+177
622
$6K ﹤0.01%
+56
623
$6K ﹤0.01%
+155
624
$6K ﹤0.01%
+302
625
$6K ﹤0.01%
+97
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