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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
$955M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$6.76M
3
+$2.9M
4
BND icon
Vanguard Total Bond Market
BND
+$2.26M
5
JPM icon
JPMorgan Chase
JPM
+$2.24M

Top Sells

1
+$6M
2
+$3.38M
3
+$1.92M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.71M

Sector Composition

1 Technology 10.04%
2 Healthcare 7.9%
3 Financials 5.39%
4 Consumer Staples 3.94%
5 Consumer Discretionary 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$6K ﹤0.01%
120
+41
752
$6K ﹤0.01%
95
753
$6K ﹤0.01%
134
-395
754
$6K ﹤0.01%
65
-6
755
$6K ﹤0.01%
49
756
$6K ﹤0.01%
126
+53
757
$6K ﹤0.01%
19
-2
758
$6K ﹤0.01%
233
759
$6K ﹤0.01%
285
+22
760
$6K ﹤0.01%
175
+22
761
$6K ﹤0.01%
46
+18
762
$6K ﹤0.01%
181
+155
763
$6K ﹤0.01%
226
+49
764
$6K ﹤0.01%
210
-94
765
$6K ﹤0.01%
221
+40
766
$6K ﹤0.01%
7
767
$5K ﹤0.01%
108
-1,266
768
$5K ﹤0.01%
35
-23
769
$5K ﹤0.01%
600
770
$5K ﹤0.01%
65
-790
771
$5K ﹤0.01%
189
+1
772
$5K ﹤0.01%
86
773
$5K ﹤0.01%
117
+14
774
$5K ﹤0.01%
152
-1,129
775
$5K ﹤0.01%
100
-60
29 30
31
32 33