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
751
$3K ﹤0.01%
+77
752
$3K ﹤0.01%
+96
753
$3K ﹤0.01%
+26
754
$3K ﹤0.01%
+61
755
$3K ﹤0.01%
+23
756
$3K ﹤0.01%
+123
757
$3K ﹤0.01%
+156
758
$3K ﹤0.01%
+61
759
$3K ﹤0.01%
+103
760
$3K ﹤0.01%
+27
761
$3K ﹤0.01%
+72
762
$3K ﹤0.01%
+38
763
$3K ﹤0.01%
+11
764
$3K ﹤0.01%
+87
765
$3K ﹤0.01%
+69
766
$2K ﹤0.01%
+39
767
$2K ﹤0.01%
+54
768
– –
0
769
$2K ﹤0.01%
+44
770
$2K ﹤0.01%
+126
771
$2K ﹤0.01%
+53
772
$2K ﹤0.01%
+108
773
$2K ﹤0.01%
+36
774
$2K ﹤0.01%
+35
775
$2K ﹤0.01%
+19
29 30
31
32 33