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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
751
$2K ﹤0.01%
38
752
$2K ﹤0.01%
+500
753
$2K ﹤0.01%
172
754
$2K ﹤0.01%
39
755
$2K ﹤0.01%
37
756
$2K ﹤0.01%
84
757
$2K ﹤0.01%
+185
758
$2K ﹤0.01%
53
759
$2K ﹤0.01%
499
-200
760
$2K ﹤0.01%
+66
761
$2K ﹤0.01%
41
762
$2K ﹤0.01%
196
763
$2K ﹤0.01%
6
764
$2K ﹤0.01%
62
-223
765
$2K ﹤0.01%
68
766
$2K ﹤0.01%
57
-832
767
$2K ﹤0.01%
95
768
$2K ﹤0.01%
106
769
$2K ﹤0.01%
42
-3,440
770
$2K ﹤0.01%
16
771
$2K ﹤0.01%
+21
772
$2K ﹤0.01%
18
773
$2K ﹤0.01%
25
774
$2K ﹤0.01%
26
775
$2K ﹤0.01%
+72
29 30
31
32 33