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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
$573M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14.8M
3
+$8.09M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.07M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.89M

Top Sells

1
+$18.3M
2
+$2.81M
3
+$2.69M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.65M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.57M

Sector Composition

1 Energy 11.2%
2 Industrials 2.8%
3 Financials 2.72%
4 Consumer Staples 2.71%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
52
777
$1K ﹤0.01%
24
-83
778
$1K ﹤0.01%
19
779
$1K ﹤0.01%
23
780
$1K ﹤0.01%
19
781
$1K ﹤0.01%
10
782
$1K ﹤0.01%
29
783
$1K ﹤0.01%
38
-11
784
$1K ﹤0.01%
+66
785
$1K ﹤0.01%
3
786
$1K ﹤0.01%
30
787
$1K ﹤0.01%
90
788
$1K ﹤0.01%
21
789
$1K ﹤0.01%
15
790
$1K ﹤0.01%
10
791
$1K ﹤0.01%
8
792
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793
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102
-574
794
$1K ﹤0.01%
9
795
$1K ﹤0.01%
68
796
$1K ﹤0.01%
+75
797
$1K ﹤0.01%
20
-60
798
$1K ﹤0.01%
36
799
$1K ﹤0.01%
18
-10
800
$1K ﹤0.01%
31
30 31
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