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
$701M
AUM Growth
+$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.3M
3
+$4.11M
4
SFNC icon
Simmons First National
SFNC
+$3.96M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.49M

Top Sells

1
+$11.5M
2
+$7.65M
3
+$1.8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.62M
5
PEP icon
PepsiCo
PEP
+$1.51M

Sector Composition

1 Energy 11.41%
2 Technology 4.79%
3 Financials 4.01%
4 Healthcare 3.81%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$3K ﹤0.01%
87
852
$3K ﹤0.01%
120
-73
853
$3K ﹤0.01%
3
854
$3K ﹤0.01%
26
855
$3K ﹤0.01%
25
-9
856
$3K ﹤0.01%
75
857
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60
858
$3K ﹤0.01%
180
859
$3K ﹤0.01%
86
-133
860
$3K ﹤0.01%
+174
861
$3K ﹤0.01%
+16
862
$2K ﹤0.01%
41
863
$2K ﹤0.01%
30
864
$2K ﹤0.01%
48
865
$2K ﹤0.01%
38
866
$2K ﹤0.01%
68
-62
867
$2K ﹤0.01%
62
-159
868
$2K ﹤0.01%
19
869
$2K ﹤0.01%
74
870
$2K ﹤0.01%
101
+33
871
$2K ﹤0.01%
64
872
$2K ﹤0.01%
60
873
$2K ﹤0.01%
426
-213
874
$2K ﹤0.01%
17
875
$2K ﹤0.01%
48
33 34
35
36 37