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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
851
$1K ﹤0.01%
+23
852
$1K ﹤0.01%
+44
853
$1K ﹤0.01%
+40
854
$1K ﹤0.01%
+16
855
$1K ﹤0.01%
+97
856
$1K ﹤0.01%
+11
857
$1K ﹤0.01%
+19
858
$1K ﹤0.01%
+19
859
$1K ﹤0.01%
+10
860
$1K ﹤0.01%
+29
861
$1K ﹤0.01%
+11
862
$1K ﹤0.01%
+26
863
$1K ﹤0.01%
+17
864
$1K ﹤0.01%
+14
865
$1K ﹤0.01%
+84
866
$1K ﹤0.01%
+90
867
$1K ﹤0.01%
+17
868
$1K ﹤0.01%
+74
869
$1K ﹤0.01%
+8
870
$1K ﹤0.01%
+18
871
$1K ﹤0.01%
+43
872
$1K ﹤0.01%
+9
873
$1K ﹤0.01%
+1
874
$1K ﹤0.01%
+19
875
$1K ﹤0.01%
+15
33 34
35
36 37