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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
$556M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$828K
2
+$706K
3
+$491K
4
SLB icon
SLB Ltd
SLB
+$412K
5
NWL icon
Newell Brands
NWL
+$397K

Top Sells

1
+$12.2M
2
+$3.24M
3
+$2.56M
4
PEP icon
PepsiCo
PEP
+$2.22M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.64M

Sector Composition

1 Energy 10.93%
2 Financials 3%
3 Healthcare 2.93%
4 Technology 2.83%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1K ﹤0.01%
27
852
$1K ﹤0.01%
13
853
$1K ﹤0.01%
9
854
$1K ﹤0.01%
26
855
$1K ﹤0.01%
7
856
$1K ﹤0.01%
34
857
$1K ﹤0.01%
31
-5
858
$1K ﹤0.01%
70
-86
859
$1K ﹤0.01%
94
+46
860
$1K ﹤0.01%
55
861
$1K ﹤0.01%
33
862
$1K ﹤0.01%
15
863
$1K ﹤0.01%
16
864
$1K ﹤0.01%
11
865
$1K ﹤0.01%
8
866
$1K ﹤0.01%
38
-106
867
– –
-1,404
868
– –
-6,000
869
– –
-3,400
870
$0 ﹤0.01%
+46
871
– –
-1,407
872
– –
-21
873
– –
-15
874
– –
-338
875
– –
-10
33 34
35
36 37