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
851
$1K ﹤0.01%
+69
852
$1K ﹤0.01%
+180
853
$1K ﹤0.01%
+33
854
$1K ﹤0.01%
+13
855
$1K ﹤0.01%
+18
856
$1K ﹤0.01%
+20
857
$1K ﹤0.01%
+19
858
$1K ﹤0.01%
+97
859
$1K ﹤0.01%
+22
860
$1K ﹤0.01%
+25
861
$1K ﹤0.01%
+55
862
$1K ﹤0.01%
+23
863
$1K ﹤0.01%
+44
864
$1K ﹤0.01%
+40
865
$1K ﹤0.01%
+16
866
$1K ﹤0.01%
+13
867
$1K ﹤0.01%
+76
868
$1K ﹤0.01%
+11
869
$1K ﹤0.01%
+19
870
$1K ﹤0.01%
+19
871
$1K ﹤0.01%
+10
872
$1K ﹤0.01%
+29
873
$1K ﹤0.01%
+11
874
$1K ﹤0.01%
+26
875
$1K ﹤0.01%
+17
33 34
35
36 37