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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
926
$1K ﹤0.01%
72
-1,174
927
$1K ﹤0.01%
18
928
$1K ﹤0.01%
+25
929
$1K ﹤0.01%
37
-51
930
$1K ﹤0.01%
10
931
$1K ﹤0.01%
71
-1,205
932
$1K ﹤0.01%
117
-174
933
$1K ﹤0.01%
+32
934
$1K ﹤0.01%
36
-565
935
$1K ﹤0.01%
+27
936
$1K ﹤0.01%
12
937
$1K ﹤0.01%
+57
938
$1K ﹤0.01%
23
-33
939
$1K ﹤0.01%
+5
940
– –
-236
941
– –
-3
942
$0 ﹤0.01%
51
-204
943
$0 ﹤0.01%
9
944
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-1,000
945
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-2,500
946
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-24
947
$0 ﹤0.01%
3
-35
948
– –
-24
949
– –
-217
950
– –
-22
36 37
38
39 40