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
851
$3K ﹤0.01%
63
852
$3K ﹤0.01%
41
-45
853
$3K ﹤0.01%
27
-16
854
$3K ﹤0.01%
97
+41
855
$3K ﹤0.01%
81
+61
856
$3K ﹤0.01%
22
857
$3K ﹤0.01%
47
858
$3K ﹤0.01%
23
-88
859
$3K ﹤0.01%
36
-69
860
$3K ﹤0.01%
35
861
$3K ﹤0.01%
76
862
$3K ﹤0.01%
63
-73
863
$3K ﹤0.01%
23
864
$3K ﹤0.01%
38
865
$3K ﹤0.01%
31
866
$3K ﹤0.01%
+46
867
$3K ﹤0.01%
20
-30
868
$3K ﹤0.01%
27
-5
869
$3K ﹤0.01%
12
+7
870
$3K ﹤0.01%
39
871
$3K ﹤0.01%
118
+3
872
$3K ﹤0.01%
113
873
$2K ﹤0.01%
30
874
$2K ﹤0.01%
52
875
$2K ﹤0.01%
2
33 34
35
36 37