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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
$978M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.09M
3
+$6.45M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.87M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.73M

Top Sells

1
+$84.9M
2
+$1.94M
3
+$991K
4
STE icon
Steris
STE
+$910K
5
BSM icon
Black Stone Minerals
BSM
+$889K

Sector Composition

1 Technology 8.32%
2 Healthcare 4.9%
3 Financials 3.97%
4 Communication Services 3.34%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$1K ﹤0.01%
104
-258
977
$1K ﹤0.01%
+16
978
$1K ﹤0.01%
21
+20
979
$1K ﹤0.01%
+84
980
$1K ﹤0.01%
10
981
$1K ﹤0.01%
+17
982
$1K ﹤0.01%
+17
983
$1K ﹤0.01%
14
984
$1K ﹤0.01%
20
985
$1K ﹤0.01%
16
986
$1K ﹤0.01%
+15
987
$1K ﹤0.01%
+10
988
$1K ﹤0.01%
58
-2
989
$1K ﹤0.01%
54
-6
990
$1K ﹤0.01%
20
-92
991
$1K ﹤0.01%
+110
992
$1K ﹤0.01%
+19
993
$1K ﹤0.01%
17
-12
994
$1K ﹤0.01%
59
995
$1K ﹤0.01%
11
-13
996
$1K ﹤0.01%
2
997
$1K ﹤0.01%
2
-4
998
$1K ﹤0.01%
8
+4
999
$1K ﹤0.01%
20
-59
1000
$1K ﹤0.01%
23
38 39
40
41 42