ZB
Zions Bancorporation Portfolio holdings
AUM
$1.59B
This Quarter Return
+1.3%
1 Year Return
+19.92%
3 Year Return
+22.91%
5 Year Return
+70.05%
10 Year Return
+136.16%
AUM
$582M
AUM Growth
–
Cap. Flow
+$582M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.32%
Holding
948
New
948
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$57.8M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$55.6M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$39.1M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$36.5M |
| 5 |
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% |
