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
$886M
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,001
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.77M
3
+$7.86M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.39M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.79M

Top Sells

1
+$14.8M
2
+$4.48M
3
+$3.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.16M
5
SFNC icon
Simmons First National
SFNC
+$1.15M

Sector Composition

1 Technology 7.08%
2 Healthcare 4.25%
3 Financials 3.84%
4 Communication Services 2.83%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$13K ﹤0.01%
641
652
$13K ﹤0.01%
72
-22
653
$13K ﹤0.01%
1,109
-35
654
$13K ﹤0.01%
254
-48
655
$12K ﹤0.01%
206
656
$12K ﹤0.01%
85
657
$12K ﹤0.01%
246
+26
658
$12K ﹤0.01%
301
+204
659
$12K ﹤0.01%
108
660
$12K ﹤0.01%
167
-14
661
$12K ﹤0.01%
394
662
$12K ﹤0.01%
176
-65
663
$12K ﹤0.01%
384
664
$12K ﹤0.01%
749
+37
665
$12K ﹤0.01%
50
+5
666
$12K ﹤0.01%
630
-455
667
$12K ﹤0.01%
388
668
$12K ﹤0.01%
203
-28
669
$12K ﹤0.01%
284
-10
670
$12K ﹤0.01%
365
-147
671
$12K ﹤0.01%
434
-2
672
$12K ﹤0.01%
+500
673
$12K ﹤0.01%
307
+215
674
$12K ﹤0.01%
781
675
$11K ﹤0.01%
657
+108
25 26
27
28 29