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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
$528M
AUM Growth
-$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$666K
3
+$404K
4
EIX icon
Edison International
EIX
+$252K
5
CLX icon
Clorox
CLX
+$214K

Top Sells

1
+$15.3M
2
+$11.5M
3
+$7.11M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.55M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.69M

Sector Composition

1 Energy 14.04%
2 Technology 3.21%
3 Healthcare 3.11%
4 Financials 3.01%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2K ﹤0.01%
333
-84
727
$2K ﹤0.01%
103
728
$2K ﹤0.01%
106
729
$2K ﹤0.01%
18
-1
730
$2K ﹤0.01%
233
-94
731
$2K ﹤0.01%
76
+1
732
$2K ﹤0.01%
9
733
$2K ﹤0.01%
26
734
$2K ﹤0.01%
147
+141
735
$2K ﹤0.01%
57
+1
736
$2K ﹤0.01%
99
+9
737
$2K ﹤0.01%
30
738
$2K ﹤0.01%
15
739
$2K ﹤0.01%
39
740
$2K ﹤0.01%
22
-1
741
$2K ﹤0.01%
66
742
$2K ﹤0.01%
33
-2
743
$2K ﹤0.01%
89
744
$2K ﹤0.01%
13
745
$2K ﹤0.01%
13
746
$2K ﹤0.01%
3
-2
747
$2K ﹤0.01%
49
748
$2K ﹤0.01%
34
749
$2K ﹤0.01%
56
+30
750
$2K ﹤0.01%
35
28 29
30
31 32