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%
+74
877
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+8
878
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+18
879
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880
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+9
881
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+1
882
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+19
883
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+15
884
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+12
885
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+36
886
$1K ﹤0.01%
+31
887
$1K ﹤0.01%
+32
888
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+10
889
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+23
890
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+28
891
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+9
892
$1K ﹤0.01%
+33
893
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+69
894
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+180
895
$1K ﹤0.01%
+33
896
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+13
897
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+18
898
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+20
899
$1K ﹤0.01%
+19
900
$1K ﹤0.01%
+32
34 35
36
37 38