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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
$955M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$6.76M
3
+$2.9M
4
BND icon
Vanguard Total Bond Market
BND
+$2.26M
5
JPM icon
JPMorgan Chase
JPM
+$2.24M

Top Sells

1
+$6M
2
+$3.38M
3
+$1.92M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.71M

Sector Composition

1 Technology 10.04%
2 Healthcare 7.9%
3 Financials 5.39%
4 Consumer Staples 3.94%
5 Consumer Discretionary 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$4K ﹤0.01%
53
802
$4K ﹤0.01%
148
803
$4K ﹤0.01%
28
804
$4K ﹤0.01%
+673
805
$4K ﹤0.01%
65
-72
806
$4K ﹤0.01%
54
-21
807
$4K ﹤0.01%
65
808
$4K ﹤0.01%
34
809
$4K ﹤0.01%
950
810
$4K ﹤0.01%
58
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811
$4K ﹤0.01%
162
-107
812
$4K ﹤0.01%
284
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813
$4K ﹤0.01%
+180
814
$4K ﹤0.01%
111
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815
$4K ﹤0.01%
68
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816
$4K ﹤0.01%
101
817
$4K ﹤0.01%
104
818
$4K ﹤0.01%
69
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$4K ﹤0.01%
11
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820
$4K ﹤0.01%
48
821
$4K ﹤0.01%
78
+10
822
$4K ﹤0.01%
412
-671
823
$4K ﹤0.01%
33
824
$4K ﹤0.01%
73
825
$3K ﹤0.01%
41
+31
31 32
33
34 35