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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
$556M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$828K
2
+$706K
3
+$491K
4
SLB icon
SLB Ltd
SLB
+$412K
5
NWL icon
Newell Brands
NWL
+$397K

Top Sells

1
+$12.2M
2
+$3.24M
3
+$2.56M
4
PEP icon
PepsiCo
PEP
+$2.22M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.64M

Sector Composition

1 Energy 10.93%
2 Financials 3%
3 Healthcare 2.93%
4 Technology 2.83%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
176
727
$3K ﹤0.01%
179
728
$3K ﹤0.01%
77
729
$3K ﹤0.01%
96
730
$3K ﹤0.01%
98
731
$3K ﹤0.01%
40
+11
732
$3K ﹤0.01%
80
-38
733
$3K ﹤0.01%
23
734
$3K ﹤0.01%
+123
735
$3K ﹤0.01%
25
-4
736
$3K ﹤0.01%
52
737
$2K ﹤0.01%
10
738
$2K ﹤0.01%
25
739
$2K ﹤0.01%
+110
740
$2K ﹤0.01%
27
741
$2K ﹤0.01%
44
742
$2K ﹤0.01%
32
743
$2K ﹤0.01%
79
744
$2K ﹤0.01%
86
-197
745
$2K ﹤0.01%
92
746
$2K ﹤0.01%
+85
747
$2K ﹤0.01%
52
748
$2K ﹤0.01%
43
+19
749
$2K ﹤0.01%
19
750
$2K ﹤0.01%
30
28 29
30
31 32