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
876
$1K ﹤0.01%
+14
877
$1K ﹤0.01%
+84
878
$1K ﹤0.01%
+90
879
$1K ﹤0.01%
+17
880
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+74
881
$1K ﹤0.01%
+8
882
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+18
883
$1K ﹤0.01%
+43
884
$1K ﹤0.01%
+9
885
$1K ﹤0.01%
+1
886
$1K ﹤0.01%
+36
887
$1K ﹤0.01%
+31
888
$1K ﹤0.01%
+32
889
$1K ﹤0.01%
+10
890
$1K ﹤0.01%
+23
891
$1K ﹤0.01%
+28
892
$1K ﹤0.01%
+9
893
$1K ﹤0.01%
+33
894
$1K ﹤0.01%
+16
895
$1K ﹤0.01%
+24
896
$1K ﹤0.01%
+13
897
– –
0
898
$1K ﹤0.01%
+65
899
$1K ﹤0.01%
+12
900
$1K ﹤0.01%
+83
34 35
36
37 38