ZB

Zions Bancorporation Portfolio holdings

AUM $1.59B
1-Year Est. Return 19.92%
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
+$57.8M
2
+$55.6M
3
+$39.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$36.5M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$35.6M

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
801
$2K ﹤0.01%
+89
802
$2K ﹤0.01%
+56
803
$2K ﹤0.01%
+49
804
$2K ﹤0.01%
+898
805
$2K ﹤0.01%
+53
806
$2K ﹤0.01%
+13
807
$2K ﹤0.01%
+103
808
$2K ﹤0.01%
+106
809
$2K ﹤0.01%
+16
810
$2K ﹤0.01%
+63
811
$2K ﹤0.01%
+25
812
$2K ﹤0.01%
+23
813
$2K ﹤0.01%
+24
814
$2K ﹤0.01%
+43
815
$2K ﹤0.01%
+61
816
$2K ﹤0.01%
+32
817
$2K ﹤0.01%
+55
818
$2K ﹤0.01%
+99
819
$2K ﹤0.01%
+21
820
$2K ﹤0.01%
+22
821
$2K ﹤0.01%
+66
822
$2K ﹤0.01%
+8
823
$2K ﹤0.01%
+74
824
$2K ﹤0.01%
+75
825
$2K ﹤0.01%
+48
31 32
33
34 35