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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
$694M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$2.33M
3
+$2.17M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.13M
5
PM icon
Philip Morris
PM
+$2.08M

Top Sells

1
+$6.5M
2
+$6.08M
3
+$5.54M
4
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$3.98M
5
XOM icon
Exxon Mobil
XOM
+$3.04M

Sector Composition

1 Energy 10.7%
2 Healthcare 6.13%
3 Technology 4.57%
4 Industrials 4.13%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$3K ﹤0.01%
+166
977
$3K ﹤0.01%
3
978
$3K ﹤0.01%
+149
979
$3K ﹤0.01%
+58
980
$3K ﹤0.01%
+49
981
$3K ﹤0.01%
1,146
+16
982
$3K ﹤0.01%
+79
983
$3K ﹤0.01%
+414
984
$3K ﹤0.01%
66
+38
985
$3K ﹤0.01%
+62
986
$3K ﹤0.01%
+27
987
$3K ﹤0.01%
279
988
$3K ﹤0.01%
+185
989
$3K ﹤0.01%
+1
990
$3K ﹤0.01%
359
+106
991
$3K ﹤0.01%
47
+13
992
$3K ﹤0.01%
+75
993
$3K ﹤0.01%
+24
994
$2K ﹤0.01%
+70
995
$2K ﹤0.01%
24
+10
996
$2K ﹤0.01%
+151
997
$2K ﹤0.01%
+3
998
$2K ﹤0.01%
20
999
$2K ﹤0.01%
+30
1000
$2K ﹤0.01%
+65
38 39
40
41 42