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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
$568M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.32M
3
+$9.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.78M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.75M

Top Sells

1
+$9.7M
2
+$7.53M
3
+$4.47M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.99M
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$2.25M

Sector Composition

1 Energy 13.69%
2 Financials 3.33%
3 Technology 2.98%
4 Industrials 2.83%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$4K ﹤0.01%
39
677
$4K ﹤0.01%
58
+28
678
$4K ﹤0.01%
69
679
$4K ﹤0.01%
109
680
$4K ﹤0.01%
84
+43
681
$3K ﹤0.01%
108
682
$3K ﹤0.01%
277
683
$3K ﹤0.01%
36
684
$3K ﹤0.01%
53
+10
685
$3K ﹤0.01%
35
686
$3K ﹤0.01%
80
687
$3K ﹤0.01%
80
688
$3K ﹤0.01%
278
+74
689
$3K ﹤0.01%
78
690
$3K ﹤0.01%
+148
691
$3K ﹤0.01%
77
+53
692
$3K ﹤0.01%
+97
693
$3K ﹤0.01%
38
694
$3K ﹤0.01%
96
695
$3K ﹤0.01%
31
+20
696
$3K ﹤0.01%
70
697
$3K ﹤0.01%
69
698
$3K ﹤0.01%
39
699
$3K ﹤0.01%
53
700
$3K ﹤0.01%
149
26 27
28
29 30