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
901
$1K ﹤0.01%
26
902
$1K ﹤0.01%
17
903
$1K ﹤0.01%
54
904
$1K ﹤0.01%
38
-88
905
$1K ﹤0.01%
128
-56
906
$1K ﹤0.01%
4
907
$1K ﹤0.01%
10
908
$1K ﹤0.01%
+17
909
$1K ﹤0.01%
12
910
$1K ﹤0.01%
12
911
$1K ﹤0.01%
5
912
$1K ﹤0.01%
24
913
$1K ﹤0.01%
98
914
$1K ﹤0.01%
10
915
$1K ﹤0.01%
15
916
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16
917
$1K ﹤0.01%
14
918
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919
$1K ﹤0.01%
30
920
$1K ﹤0.01%
40
921
$1K ﹤0.01%
8
922
$1K ﹤0.01%
238
923
$1K ﹤0.01%
6
924
$1K ﹤0.01%
15
925
$1K ﹤0.01%
4
35 36
37
38 39