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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
$619M
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$83M
2
+$75.5M
3
+$63.4M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$42.1M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$37.5M

Top Sells

1
+$17.5M
2
+$890K
3
+$802K
4
VZ icon
Verizon
VZ
+$579K
5
UNH icon
UnitedHealth
UNH
+$413K

Sector Composition

1 Energy 9.74%
2 Technology 3.79%
3 Healthcare 3.42%
4 Consumer Staples 3.28%
5 Financials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$15K ﹤0.01%
1,127
+183
627
$14K ﹤0.01%
293
-151
628
$14K ﹤0.01%
151
629
$14K ﹤0.01%
285
+80
630
$14K ﹤0.01%
463
-214
631
$14K ﹤0.01%
+162
632
$14K ﹤0.01%
133
633
$14K ﹤0.01%
+125
634
$14K ﹤0.01%
+142
635
$14K ﹤0.01%
+301
636
$14K ﹤0.01%
+245
637
$14K ﹤0.01%
622
-2,196
638
$14K ﹤0.01%
498
-206
639
$13K ﹤0.01%
+203
640
$13K ﹤0.01%
+125
641
$13K ﹤0.01%
+244
642
$13K ﹤0.01%
523
643
$13K ﹤0.01%
+1,900
644
$13K ﹤0.01%
+312
645
$13K ﹤0.01%
+96
646
$13K ﹤0.01%
+395
647
$13K ﹤0.01%
+134
648
$13K ﹤0.01%
+319
649
$13K ﹤0.01%
244
+23
650
$13K ﹤0.01%
592
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