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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
626
$4K ﹤0.01%
78
-2
627
$4K ﹤0.01%
45
628
$4K ﹤0.01%
+56
629
$4K ﹤0.01%
117
630
$4K ﹤0.01%
83
631
$4K ﹤0.01%
38
632
$4K ﹤0.01%
113
-118
633
$4K ﹤0.01%
149
-7
634
$4K ﹤0.01%
50
635
$4K ﹤0.01%
245
+1
636
$4K ﹤0.01%
90
+21
637
$4K ﹤0.01%
92
-2
638
$4K ﹤0.01%
108
+104
639
$4K ﹤0.01%
440
-30
640
$4K ﹤0.01%
108
+41
641
$4K ﹤0.01%
101
642
$4K ﹤0.01%
73
643
$4K ﹤0.01%
93
644
$4K ﹤0.01%
158
-35
645
$4K ﹤0.01%
166
+62
646
$4K ﹤0.01%
128
647
$4K ﹤0.01%
163
+137
648
$4K ﹤0.01%
234
+1
649
$4K ﹤0.01%
332
650
$4K ﹤0.01%
98
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