ZB

Zions Bancorporation Portfolio holdings

AUM $1.59B
1-Year Est. Return 19.92%
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
+$57.8M
2
+$55.6M
3
+$39.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$36.5M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$35.6M

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
726
$3K ﹤0.01%
+5
727
$3K ﹤0.01%
+80
728
$3K ﹤0.01%
+11
729
$3K ﹤0.01%
+39
730
$3K ﹤0.01%
+53
731
$3K ﹤0.01%
+74
732
$3K ﹤0.01%
+149
733
$3K ﹤0.01%
+36
734
$3K ﹤0.01%
+173
735
$3K ﹤0.01%
+80
736
$3K ﹤0.01%
+60
737
$3K ﹤0.01%
+28
738
$3K ﹤0.01%
+60
739
$3K ﹤0.01%
+81
740
$3K ﹤0.01%
+55
741
$3K ﹤0.01%
+75
742
$3K ﹤0.01%
+303
743
$3K ﹤0.01%
+80
744
$3K ﹤0.01%
+40
745
$3K ﹤0.01%
+52
746
$3K ﹤0.01%
+87
747
$3K ﹤0.01%
+176
748
$3K ﹤0.01%
+13
749
$3K ﹤0.01%
+99
750
$3K ﹤0.01%
+30
28 29
30
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