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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
$978M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.09M
3
+$6.45M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.87M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.73M

Top Sells

1
+$84.9M
2
+$1.94M
3
+$991K
4
STE icon
Steris
STE
+$910K
5
BSM icon
Black Stone Minerals
BSM
+$889K

Sector Composition

1 Technology 8.32%
2 Healthcare 4.9%
3 Financials 3.97%
4 Communication Services 3.34%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$12K ﹤0.01%
116
702
$12K ﹤0.01%
46
703
$12K ﹤0.01%
20
+1
704
$12K ﹤0.01%
1,219
+91
705
$11K ﹤0.01%
171
-5
706
$11K ﹤0.01%
384
707
$11K ﹤0.01%
237
708
$11K ﹤0.01%
653
+10
709
$11K ﹤0.01%
355
710
$11K ﹤0.01%
122
-13
711
$11K ﹤0.01%
207
-3
712
$11K ﹤0.01%
250
713
$11K ﹤0.01%
58
714
$11K ﹤0.01%
224
+18
715
$11K ﹤0.01%
365
716
$11K ﹤0.01%
111
-79
717
$11K ﹤0.01%
47
718
$11K ﹤0.01%
50
-4
719
$10K ﹤0.01%
197
720
$10K ﹤0.01%
394
721
$10K ﹤0.01%
100
+6
722
$10K ﹤0.01%
69
723
$10K ﹤0.01%
89
+4
724
$10K ﹤0.01%
233
-10
725
$10K ﹤0.01%
21
27 28
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