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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
$582M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$57M
2
+$55.6M
3
+$39.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$36.3M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$34.7M

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
776
$2K ﹤0.01%
+92
777
$2K ﹤0.01%
+21
778
$2K ﹤0.01%
+33
779
$2K ﹤0.01%
+35
780
$2K ﹤0.01%
+111
781
$2K ﹤0.01%
+30
782
$2K ﹤0.01%
+20
783
$2K ﹤0.01%
+71
784
$2K ﹤0.01%
+313
785
$2K ﹤0.01%
+89
786
$2K ﹤0.01%
+56
787
$2K ﹤0.01%
+49
788
$2K ﹤0.01%
+898
789
$2K ﹤0.01%
+53
790
$2K ﹤0.01%
+13
791
$2K ﹤0.01%
+103
792
$2K ﹤0.01%
+106
793
$2K ﹤0.01%
+16
794
$2K ﹤0.01%
+63
795
$2K ﹤0.01%
+25
796
$2K ﹤0.01%
+23
797
$2K ﹤0.01%
+24
798
$2K ﹤0.01%
+55
799
$2K ﹤0.01%
+99
800
$2K ﹤0.01%
+21
30 31
32
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