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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
$619M
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$83M
2
+$75.5M
3
+$63.4M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$42.1M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$37.5M

Top Sells

1
+$17.5M
2
+$890K
3
+$802K
4
VZ icon
Verizon
VZ
+$579K
5
UNH icon
UnitedHealth
UNH
+$413K

Sector Composition

1 Energy 9.74%
2 Technology 3.79%
3 Healthcare 3.42%
4 Consumer Staples 3.28%
5 Financials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$1K ﹤0.01%
+12
902
$1K ﹤0.01%
+41
903
$1K ﹤0.01%
6
904
$1K ﹤0.01%
18
-306
905
$1K ﹤0.01%
71
-1,146
906
$1K ﹤0.01%
+7
907
$1K ﹤0.01%
+13
908
$1K ﹤0.01%
13
909
$1K ﹤0.01%
+64
910
$1K ﹤0.01%
+34
911
$1K ﹤0.01%
+29
912
$1K ﹤0.01%
+27
913
$1K ﹤0.01%
+28
914
$1K ﹤0.01%
15
-23
915
$1K ﹤0.01%
+94
916
$1K ﹤0.01%
+16
917
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+15
918
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27
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$1K ﹤0.01%
9
920
$1K ﹤0.01%
+58
921
$1K ﹤0.01%
20
922
$1K ﹤0.01%
+46
923
$1K ﹤0.01%
+57
924
$1K ﹤0.01%
+16
925
$1K ﹤0.01%
20
35 36
37
38 39