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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
1026
$2K ﹤0.01%
+34
1027
$2K ﹤0.01%
144
+58
1028
$2K ﹤0.01%
+39
1029
$2K ﹤0.01%
46
+21
1030
$2K ﹤0.01%
+41
1031
$2K ﹤0.01%
+76
1032
$1K ﹤0.01%
+48
1033
$1K ﹤0.01%
+37
1034
$1K ﹤0.01%
+29
1035
$1K ﹤0.01%
+9
1036
$1K ﹤0.01%
+13
1037
$1K ﹤0.01%
+19
1038
$1K ﹤0.01%
+20
1039
$1K ﹤0.01%
+20
1040
$1K ﹤0.01%
+15
1041
$1K ﹤0.01%
+106
1042
$1K ﹤0.01%
+31
1043
$1K ﹤0.01%
+27
1044
$1K ﹤0.01%
51
-149
1045
$1K ﹤0.01%
+8
1046
$1K ﹤0.01%
+13
1047
$1K ﹤0.01%
+138
1048
$1K ﹤0.01%
+13
1049
$1K ﹤0.01%
+12
1050
$1K ﹤0.01%
+163
40 41
42
43 44