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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
$886M
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,001
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.77M
3
+$7.86M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.39M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.79M

Top Sells

1
+$14.8M
2
+$4.48M
3
+$3.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.16M
5
SFNC icon
Simmons First National
SFNC
+$1.15M

Sector Composition

1 Technology 7.08%
2 Healthcare 4.25%
3 Financials 3.84%
4 Communication Services 2.83%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$4K ﹤0.01%
+26
827
$4K ﹤0.01%
60
-70
828
$4K ﹤0.01%
88
829
$4K ﹤0.01%
20
-35
830
$4K ﹤0.01%
24
-22
831
$4K ﹤0.01%
107
832
$4K ﹤0.01%
86
833
$4K ﹤0.01%
19
+4
834
$4K ﹤0.01%
317
835
$4K ﹤0.01%
106
836
$4K ﹤0.01%
48
837
$4K ﹤0.01%
24
838
$4K ﹤0.01%
80
839
$4K ﹤0.01%
155
840
$4K ﹤0.01%
70
+24
841
$4K ﹤0.01%
22
-11
842
$4K ﹤0.01%
48
843
$3K ﹤0.01%
36
-69
844
$3K ﹤0.01%
35
845
$3K ﹤0.01%
76
846
$3K ﹤0.01%
63
-73
847
$3K ﹤0.01%
97
848
$3K ﹤0.01%
19
-75
849
$3K ﹤0.01%
23
850
$3K ﹤0.01%
38
32 33
34
35 36