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
$688M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$4.64M
3
+$3.67M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.08M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.08M

Top Sells

1
+$18.2M
2
+$1.49M
3
+$1.29M
4
WELL icon
Welltower
WELL
+$1.13M
5
RTX icon
RTX Corp
RTX
+$889K

Sector Composition

1 Technology 6.16%
2 Healthcare 4.44%
3 Energy 3.62%
4 Financials 3.55%
5 Communication Services 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$98K 0.01%
270
+12
277
$94K 0.01%
1,733
-681
278
$93K 0.01%
2,854
-40
279
$93K 0.01%
1,647
+18
280
$92K 0.01%
530
-97
281
$92K 0.01%
1,023
+104
282
$90K 0.01%
1,866
-73
283
$89K 0.01%
14,657
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284
$89K 0.01%
+1,572
285
$89K 0.01%
848
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286
$87K 0.01%
1,435
-3
287
$87K 0.01%
7,687
+1,116
288
$86K 0.01%
497
+17
289
$86K 0.01%
297
-15
290
$86K 0.01%
1,530
+111
291
$80K 0.01%
1,110
-15
292
$78K 0.01%
322
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293
$78K 0.01%
152
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294
$77K 0.01%
+3,443
295
$77K 0.01%
388
-40
296
$75K 0.01%
848
297
$75K 0.01%
284
+1
298
$74K 0.01%
384
-984
299
$74K 0.01%
+781
300
$73K 0.01%
+832
10 11
12
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