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
$694M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$2.33M
3
+$2.17M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.13M
5
PM icon
Philip Morris
PM
+$2.08M

Top Sells

1
+$6.5M
2
+$6.08M
3
+$5.54M
4
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$3.98M
5
XOM icon
Exxon Mobil
XOM
+$3.04M

Sector Composition

1 Energy 10.7%
2 Healthcare 6.13%
3 Technology 4.57%
4 Industrials 4.13%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$11K ﹤0.01%
78
+56
827
$11K ﹤0.01%
+181
828
$11K ﹤0.01%
280
+125
829
$11K ﹤0.01%
+103
830
$11K ﹤0.01%
217
+122
831
$11K ﹤0.01%
1,033
+233
832
$11K ﹤0.01%
+118
833
$11K ﹤0.01%
273
+206
834
$11K ﹤0.01%
+187
835
$11K ﹤0.01%
+180
836
$11K ﹤0.01%
+367
837
$10K ﹤0.01%
245
+175
838
$10K ﹤0.01%
163
+147
839
$10K ﹤0.01%
124
+44
840
$10K ﹤0.01%
902
+274
841
$10K ﹤0.01%
150
+92
842
$10K ﹤0.01%
310
+253
843
$10K ﹤0.01%
462
+318
844
$10K ﹤0.01%
+500
845
$10K ﹤0.01%
+79
846
$10K ﹤0.01%
765
+686
847
$9K ﹤0.01%
205
+187
848
$9K ﹤0.01%
112
+84
849
$9K ﹤0.01%
+390
850
$9K ﹤0.01%
+180
32 33
34
35 36