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
$544M
AUM Growth
-$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$15.5M
3
+$9.1M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$8.29M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$6.84M

Top Sells

1
+$29M
2
+$21.7M
3
+$16.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13M
5
GE icon
GE Aerospace
GE
+$8.68M

Sector Composition

1 Energy 10.2%
2 Financials 2.8%
3 Industrials 2.6%
4 Technology 2.55%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$32K 0.01%
+719
277
$32K 0.01%
+2,320
278
$32K 0.01%
+879
279
$32K 0.01%
+522
280
$32K 0.01%
+148
281
$32K 0.01%
+830
282
$31K 0.01%
+1,140
283
$31K 0.01%
313
+197
284
$30K 0.01%
346
-3,933
285
$30K 0.01%
830
-226
286
$29K 0.01%
+217
287
$29K 0.01%
800
+600
288
$29K 0.01%
+267
289
$29K 0.01%
473
290
$29K 0.01%
+167
291
$29K 0.01%
+423
292
$29K 0.01%
+1,421
293
$28K 0.01%
866
294
$27K 0.01%
+839
295
$27K 0.01%
+771
296
$27K 0.01%
1,440
+1,040
297
$27K 0.01%
+515
298
$27K 0.01%
+456
299
$27K 0.01%
+243
300
$27K 0.01%
+1,392
10 11
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