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
626
$6K ﹤0.01%
+97
627
$6K ﹤0.01%
+142
628
$6K ﹤0.01%
+299
629
$6K ﹤0.01%
+480
630
$6K ﹤0.01%
+111
631
$6K ﹤0.01%
+101
632
$6K ﹤0.01%
+222
633
$6K ﹤0.01%
+131
634
$6K ﹤0.01%
+100
635
$6K ﹤0.01%
+137
636
$6K ﹤0.01%
+144
637
$6K ﹤0.01%
+90
638
$6K ﹤0.01%
+134
639
$6K ﹤0.01%
+139
640
$6K ﹤0.01%
+55
641
$6K ﹤0.01%
+47
642
$6K ﹤0.01%
+456
643
$6K ﹤0.01%
+426
644
$6K ﹤0.01%
+67
645
$6K ﹤0.01%
+35
646
$6K ﹤0.01%
+26
647
$5K ﹤0.01%
+170
648
$5K ﹤0.01%
+36
649
$5K ﹤0.01%
+98
650
$5K ﹤0.01%
+245
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