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
$1B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.71M
3
+$7.82M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.5M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.25M

Top Sells

1
+$6.11M
2
+$1.34M
3
+$1.06M
4
CSCO icon
Cisco
CSCO
+$1.05M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$910K

Sector Composition

1 Technology 7.35%
2 Healthcare 4.77%
3 Financials 3.56%
4 Consumer Discretionary 2.95%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3K ﹤0.01%
38
877
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878
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14
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879
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880
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55
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883
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885
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+27
886
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887
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888
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31
889
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46
890
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-1
891
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+41
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893
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895
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142
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896
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+24
897
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898
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113
899
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9
900
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116
-7
34 35
36
37 38