We are live on ! Find out more
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
$583M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.29M
3
+$2.99M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.96M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.59M

Top Sells

1
+$9.52M
2
+$5.92M
3
+$5.42M
4
VZ icon
Verizon
VZ
+$4.86M
5
ABBV icon
AbbVie
ABBV
+$3.47M

Sector Composition

1 Energy 10.62%
2 Consumer Staples 3.43%
3 Healthcare 3.2%
4 Technology 2.93%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-349
727
– –
-26,550
728
– –
-4,206
729
– –
-6
730
– –
-2,000
731
– –
-359
732
– –
-2,040
733
– –
-64
734
– –
-2,437
735
– –
-175
736
– –
-103
737
– –
-2,536
738
– –
-31
739
– –
-4,013
740
– –
-217
741
– –
-182
742
– –
-571
743
– –
-112
744
– –
-5,535
745
– –
-101
746
– –
-2,381
747
– –
-5,559
748
– –
-174
749
– –
-135
750
– –
-23
28 29
30
31 32