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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
$955M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$6.76M
3
+$2.9M
4
BND icon
Vanguard Total Bond Market
BND
+$2.26M
5
JPM icon
JPMorgan Chase
JPM
+$2.24M

Top Sells

1
+$6M
2
+$3.38M
3
+$1.92M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.71M

Sector Composition

1 Technology 10.04%
2 Healthcare 7.9%
3 Financials 5.39%
4 Consumer Staples 3.94%
5 Consumer Discretionary 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$2K ﹤0.01%
11
-249
877
$2K ﹤0.01%
100
878
$2K ﹤0.01%
+27
879
$2K ﹤0.01%
79
-111
880
$2K ﹤0.01%
27
881
$2K ﹤0.01%
28
882
$2K ﹤0.01%
100
-48
883
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34
884
$1K ﹤0.01%
10
885
$1K ﹤0.01%
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886
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12
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$1K ﹤0.01%
14
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888
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-1
889
$1K ﹤0.01%
11
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890
$1K ﹤0.01%
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-150
891
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12
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893
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894
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+12
895
$1K ﹤0.01%
4
896
$1K ﹤0.01%
27
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897
$1K ﹤0.01%
8
898
$1K ﹤0.01%
41
899
$1K ﹤0.01%
11
-12
900
$1K ﹤0.01%
15
+2
34 35
36
37 38