ZB

Zions Bancorporation Portfolio holdings

AUM $1.59B
1-Year Est. Return 19.92%
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
+$57.8M
2
+$55.6M
3
+$39.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$36.5M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$35.6M

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
901
$1K ﹤0.01%
+27
902
$1K ﹤0.01%
+26
903
$1K ﹤0.01%
+58
904
$1K ﹤0.01%
+7
905
$1K ﹤0.01%
+19
906
$1K ﹤0.01%
+14
907
$1K ﹤0.01%
+34
908
$1K ﹤0.01%
+48
909
$1K ﹤0.01%
+33
910
$1K ﹤0.01%
+54
911
$1K ﹤0.01%
+11
912
$1K ﹤0.01%
+76
913
$1K ﹤0.01%
+14
914
$1K ﹤0.01%
+10
915
$1K ﹤0.01%
+10
916
$1K ﹤0.01%
+7
917
$1K ﹤0.01%
+30
918
$1K ﹤0.01%
+30
919
$1K ﹤0.01%
+12
920
$1K ﹤0.01%
+13
921
$1K ﹤0.01%
+7
922
$1K ﹤0.01%
+24
923
$1K ﹤0.01%
+14
924
$0 ﹤0.01%
+27
925
$0 ﹤0.01%
+9
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