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
$1B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.71M
3
+$7.82M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.5M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.25M

Top Sells

1
+$6.11M
2
+$1.34M
3
+$1.06M
4
CSCO icon
Cisco
CSCO
+$1.05M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$910K

Sector Composition

1 Technology 7.35%
2 Healthcare 4.77%
3 Financials 3.56%
4 Consumer Discretionary 2.95%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$13K ﹤0.01%
48
-617
677
$13K ﹤0.01%
56
678
$13K ﹤0.01%
500
679
$13K ﹤0.01%
256
-2
680
$13K ﹤0.01%
108
681
$13K ﹤0.01%
1,116
682
$13K ﹤0.01%
2,024
+132
683
$12K ﹤0.01%
197
684
$12K ﹤0.01%
246
-1,155
685
$12K ﹤0.01%
68
686
$12K ﹤0.01%
353
687
$12K ﹤0.01%
362
688
$12K ﹤0.01%
49
-1
689
$12K ﹤0.01%
100
-3
690
$12K ﹤0.01%
74
+3
691
$12K ﹤0.01%
2,198
-44
692
$12K ﹤0.01%
151
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693
$12K ﹤0.01%
210
694
$12K ﹤0.01%
19
695
$12K ﹤0.01%
250
-51
696
$12K ﹤0.01%
189
+29
697
$12K ﹤0.01%
21
698
$12K ﹤0.01%
206
699
$12K ﹤0.01%
480
+24
700
$12K ﹤0.01%
+880
26 27
28
29 30