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
$582M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$57M
2
+$55.6M
3
+$39.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$36.3M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$34.7M

Top Sells

No sells this quarter

Sector Composition

1 Energy 5.4%
2 Industrials 3.1%
3 Financials 2.87%
4 Consumer Staples 2.57%
5 Technology 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$4K ﹤0.01%
+162
702
$4K ﹤0.01%
+235
703
$4K ﹤0.01%
+258
704
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+79
705
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+47
706
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+40
707
$4K ﹤0.01%
+179
708
$4K ﹤0.01%
+469
709
$4K ﹤0.01%
+39
710
$4K ﹤0.01%
+66
711
$4K ﹤0.01%
+81
712
$3K ﹤0.01%
+35
713
$3K ﹤0.01%
+87
714
$3K ﹤0.01%
+13
715
$3K ﹤0.01%
+348
716
$3K ﹤0.01%
+28
717
$3K ﹤0.01%
+51
718
$3K ﹤0.01%
+78
719
$3K ﹤0.01%
+132
720
$3K ﹤0.01%
+108
721
$3K ﹤0.01%
+40
722
$3K ﹤0.01%
+72
723
$3K ﹤0.01%
+50
724
$3K ﹤0.01%
+45
725
$3K ﹤0.01%
+28
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