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
826
$2K ﹤0.01%
+49
827
$2K ﹤0.01%
+28
828
$2K ﹤0.01%
+34
829
$2K ﹤0.01%
+25
830
$2K ﹤0.01%
+23
831
$2K ﹤0.01%
+179
832
$2K ﹤0.01%
+46
833
$2K ﹤0.01%
+35
834
$2K ﹤0.01%
+1
835
$2K ﹤0.01%
+13
836
$2K ﹤0.01%
+24
837
$2K ﹤0.01%
+42
838
$2K ﹤0.01%
+18
839
$2K ﹤0.01%
+36
840
$2K ﹤0.01%
+55
841
$2K ﹤0.01%
+38
842
$2K ﹤0.01%
+54
843
$2K ﹤0.01%
+15
844
$2K ﹤0.01%
+70
845
$2K ﹤0.01%
+30
846
$2K ﹤0.01%
+17
847
$1K ﹤0.01%
+10
848
$1K ﹤0.01%
+19
849
$1K ﹤0.01%
+15
850
$1K ﹤0.01%
+12
32 33
34
35 36