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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
$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
951
– –
-3,620
952
– –
-21,958
953
$0 ﹤0.01%
5
954
$0 ﹤0.01%
2
-1
955
– –
-1
956
$0 ﹤0.01%
4
957
– –
-2,160
958
– –
-65
959
$0 ﹤0.01%
3
-66
960
$0 ﹤0.01%
+58
961
– –
-37
962
– –
-84
963
– –
-50
964
$0 ﹤0.01%
7
-3
965
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-173
966
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-10
967
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968
– –
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969
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970
$0 ﹤0.01%
9
971
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972
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-4
973
$0 ﹤0.01%
11
974
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975
– –
-26
37 38
39
40 41