ZB

Zions Bancorporation Portfolio holdings

AUM $1.59B
1-Year Est. Return 19.92%
This Quarter Est. Return
1 Year Est. Return
+19.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$582M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$55.6M
3
+$39.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$36.5M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$35.6M

Top Sells

No sells this quarter

Sector Composition

1 Energy 5.4%
2 Industrials 3.1%
3 Financials 2.87%
4 Consumer Staples 2.57%
5 Technology 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$136K 0.02%
+3,700
152
$136K 0.02%
+6,000
153
$134K 0.02%
+3,971
154
$122K 0.02%
+1,114
155
$120K 0.02%
+1,223
156
$119K 0.02%
+845
157
$116K 0.02%
+2,328
158
$115K 0.02%
+2,314
159
$110K 0.02%
+2,500
160
$109K 0.02%
+1,400
161
$108K 0.02%
+255
162
$107K 0.02%
+7,502
163
$105K 0.02%
+869
164
$103K 0.02%
+3,860
165
$101K 0.02%
+500
166
$101K 0.02%
+1,775
167
$100K 0.02%
+2,928
168
$100K 0.02%
+1,150
169
$97K 0.02%
+1,270
170
$95K 0.02%
+803
171
$94K 0.02%
+1,075
172
$92K 0.02%
+552
173
$92K 0.02%
+2,767
174
$92K 0.02%
+310
175
$89K 0.02%
+1,240
5 6
7
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