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
201
$62K 0.01%
+2,000
202
$62K 0.01%
+9,937
203
$61K 0.01%
+532
204
$60K 0.01%
+1,213
205
$60K 0.01%
+305
206
$60K 0.01%
+1,615
207
$59K 0.01%
+1,135
208
$59K 0.01%
+1,216
209
$59K 0.01%
+860
210
$58K 0.01%
+1,307
211
$58K 0.01%
+680
212
$57K 0.01%
+7,371
213
$57K 0.01%
+2,000
214
$57K 0.01%
+1,354
215
$56K 0.01%
+5,234
216
$56K 0.01%
+944
217
$55K 0.01%
+1,500
218
$55K 0.01%
+650
219
$55K 0.01%
+3,575
220
$54K 0.01%
+1,348
221
$54K 0.01%
+892
222
$54K 0.01%
+738
223
$53K 0.01%
+2,165
224
$53K 0.01%
+1,761
225
$52K 0.01%
+338
7 8
9
10 11