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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
$978M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.09M
3
+$6.45M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.87M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.73M

Top Sells

1
+$84.9M
2
+$1.94M
3
+$991K
4
STE icon
Steris
STE
+$910K
5
BSM icon
Black Stone Minerals
BSM
+$889K

Sector Composition

1 Technology 8.32%
2 Healthcare 4.9%
3 Financials 3.97%
4 Communication Services 3.34%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$6K ﹤0.01%
35
+1
802
$6K ﹤0.01%
950
-1
803
$6K ﹤0.01%
28
+19
804
$6K ﹤0.01%
49
805
$6K ﹤0.01%
101
-30
806
$6K ﹤0.01%
35
+2
807
$6K ﹤0.01%
236
808
$6K ﹤0.01%
303
+43
809
$6K ﹤0.01%
42
-5
810
$6K ﹤0.01%
104
-85
811
$6K ﹤0.01%
223
-278
812
$6K ﹤0.01%
105
813
$6K ﹤0.01%
90
814
$6K ﹤0.01%
+31
815
$5K ﹤0.01%
41
816
$5K ﹤0.01%
30
-8
817
$5K ﹤0.01%
140
818
$5K ﹤0.01%
42
819
$5K ﹤0.01%
148
820
$5K ﹤0.01%
28
821
$5K ﹤0.01%
53
+12
822
$5K ﹤0.01%
40
+8
823
$5K ﹤0.01%
1
824
$5K ﹤0.01%
25
-4,253
825
$5K ﹤0.01%
155
31 32
33
34 35