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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
$528M
AUM Growth
-$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$666K
3
+$404K
4
EIX icon
Edison International
EIX
+$252K
5
CLX icon
Clorox
CLX
+$214K

Top Sells

1
+$15.3M
2
+$11.5M
3
+$7.11M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.55M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.69M

Sector Composition

1 Energy 14.04%
2 Technology 3.21%
3 Healthcare 3.11%
4 Financials 3.01%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5K ﹤0.01%
134
+82
602
$5K ﹤0.01%
110
603
$5K ﹤0.01%
123
-4
604
$5K ﹤0.01%
70
605
$5K ﹤0.01%
218
606
$5K ﹤0.01%
21
607
$5K ﹤0.01%
3
+2
608
$5K ﹤0.01%
133
609
$5K ﹤0.01%
75
-2
610
$5K ﹤0.01%
175
-108
611
$5K ﹤0.01%
56
612
$5K ﹤0.01%
40
+25
613
$5K ﹤0.01%
165
-48
614
$5K ﹤0.01%
60
615
$5K ﹤0.01%
410
-132
616
$5K ﹤0.01%
311
617
$5K ﹤0.01%
175
618
$5K ﹤0.01%
+76
619
$5K ﹤0.01%
+100
620
$4K ﹤0.01%
1,685
+368
621
$4K ﹤0.01%
35
622
$4K ﹤0.01%
80
+40
623
$4K ﹤0.01%
96
-2
624
$4K ﹤0.01%
169
+99
625
$4K ﹤0.01%
66
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