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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
$420M
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$71.1M
2
+$69.9M
3
+$47.8M
4
NTRA icon
Natera
NTRA
+$6.38M
5
MSFT icon
Microsoft
MSFT
+$6.1M

Top Sells

1
+$1.64M
2
+$1.05M
3
+$755K
4
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$645K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$628K

Sector Composition

1 Energy 14.15%
2 Technology 6.93%
3 Healthcare 6.75%
4 Financials 4.95%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
24
727
$1K ﹤0.01%
+81
728
$1K ﹤0.01%
+11
729
$1K ﹤0.01%
+45
730
$1K ﹤0.01%
+8
731
$1K ﹤0.01%
+17
732
$1K ﹤0.01%
+35
733
$1K ﹤0.01%
+3
734
$1K ﹤0.01%
26
735
$1K ﹤0.01%
13
736
$1K ﹤0.01%
+3
737
$1K ﹤0.01%
39
+13
738
$1K ﹤0.01%
+48
739
$1K ﹤0.01%
+30
740
$1K ﹤0.01%
+13
741
$1K ﹤0.01%
+4
742
$1K ﹤0.01%
+9
743
$1K ﹤0.01%
38
-39
744
$1K ﹤0.01%
27
745
$1K ﹤0.01%
8
746
$1K ﹤0.01%
13
747
$1K ﹤0.01%
195
-275
748
$1K ﹤0.01%
+17
749
$1K ﹤0.01%
+12
750
$1K ﹤0.01%
+10
28 29
30
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