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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
876
$1K ﹤0.01%
+12
877
$1K ﹤0.01%
+36
878
$1K ﹤0.01%
+31
879
$1K ﹤0.01%
+32
880
$1K ﹤0.01%
+10
881
$1K ﹤0.01%
+23
882
$1K ﹤0.01%
+28
883
$1K ﹤0.01%
+9
884
$1K ﹤0.01%
+33
885
$1K ﹤0.01%
+69
886
$1K ﹤0.01%
+180
887
$1K ﹤0.01%
+33
888
$1K ﹤0.01%
+13
889
$1K ﹤0.01%
+18
890
$1K ﹤0.01%
+20
891
$1K ﹤0.01%
+19
892
$1K ﹤0.01%
+32
893
$1K ﹤0.01%
+24
894
$1K ﹤0.01%
+13
895
– –
0
896
$1K ﹤0.01%
+65
897
$1K ﹤0.01%
+12
898
$1K ﹤0.01%
+83
899
$1K ﹤0.01%
+27
900
$1K ﹤0.01%
+26
34 35
36
37 38