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
876
$2K ﹤0.01%
37
-3
877
$2K ﹤0.01%
16
-24
878
$2K ﹤0.01%
79
+47
879
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7
+1
880
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14
881
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15
882
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104
-16
883
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3
884
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36
-10
885
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11
+5
886
$2K ﹤0.01%
9
+6
887
$2K ﹤0.01%
123
+44
888
$2K ﹤0.01%
43
-58
889
$2K ﹤0.01%
117
890
$2K ﹤0.01%
45
+27
891
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+17
892
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24
-30
893
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17
-153
894
$2K ﹤0.01%
100
+58
895
$2K ﹤0.01%
11
+7
896
$2K ﹤0.01%
11
-8
897
$2K ﹤0.01%
45
-9
898
$2K ﹤0.01%
16
-8
899
$2K ﹤0.01%
61
900
$2K ﹤0.01%
266
34 35
36
37 38