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
176
$85K 0.01%
+700
177
$85K 0.01%
+6,000
178
$79K 0.01%
+1,179
179
$77K 0.01%
+1,274
180
$77K 0.01%
+408
181
$76K 0.01%
+2,976
182
$75K 0.01%
+801
183
$74K 0.01%
+2,047
184
$74K 0.01%
+940
185
$74K 0.01%
+1,281
186
$74K 0.01%
+1,946
187
$73K 0.01%
+2,253
188
$73K 0.01%
+63
189
$72K 0.01%
+1,269
190
$72K 0.01%
+1,218
191
$71K 0.01%
+445
192
$69K 0.01%
+1,344
193
$67K 0.01%
+1,336
194
$66K 0.01%
+1,134
195
$66K 0.01%
+1,219
196
$65K 0.01%
+1,449
197
$64K 0.01%
+1,710
198
$64K 0.01%
+740
199
$64K 0.01%
+508
200
$63K 0.01%
+1,984
6 7
8
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