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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
$582M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$57M
2
+$55.6M
3
+$39.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$36.3M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$34.7M

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%
+30
827
$2K ﹤0.01%
+17
828
$2K ﹤0.01%
+54
829
– –
0
830
$2K ﹤0.01%
+44
831
$2K ﹤0.01%
+126
832
$2K ﹤0.01%
+35
833
$2K ﹤0.01%
+43
834
$2K ﹤0.01%
+61
835
$2K ﹤0.01%
+32
836
$2K ﹤0.01%
+24
837
$2K ﹤0.01%
+56
838
$2K ﹤0.01%
+172
839
$2K ﹤0.01%
+31
840
$2K ﹤0.01%
+39
841
$2K ﹤0.01%
+39
842
$2K ﹤0.01%
+69
843
$2K ﹤0.01%
+37
844
$2K ﹤0.01%
+84
845
$2K ﹤0.01%
+200
846
$2K ﹤0.01%
+53
847
$1K ﹤0.01%
+10
848
$1K ﹤0.01%
+22
849
$1K ﹤0.01%
+25
850
$1K ﹤0.01%
+55
32 33
34
35 36