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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
$794M
AUM Growth
+$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,069
New
Increased
Reduced
Closed

Top Buys

1 +$25.5M
2 +$13.1M
3 +$9.33M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$8.85M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.61M

Top Sells

1 +$21.9M
2 +$20.6M
3 +$6.08M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.97M
5
UPS icon
United Parcel Service
UPS
+$1.83M

Sector Composition

1 Technology 6.8%
2 Healthcare 4.15%
3 Financials 3.52%
4 Communication Services 2.68%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$5K ﹤0.01%
195
777
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778
$5K ﹤0.01%
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-8
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780
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303
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101
786
$5K ﹤0.01%
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788
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789
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794
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796
$5K ﹤0.01%
100
+8
797
$5K ﹤0.01%
176
798
$5K ﹤0.01%
45
799
$5K ﹤0.01%
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800
$5K ﹤0.01%
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