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
351
$48K 0.01%
294
-14
352
$48K 0.01%
2,503
+1,270
353
$48K 0.01%
916
354
$48K 0.01%
256
+2
355
$48K 0.01%
826
+40
356
$46K 0.01%
880
-18
357
$46K 0.01%
1,336
-59
358
$45K 0.01%
889
359
$45K 0.01%
769
-261
360
$45K 0.01%
8,062
+3,188
361
$45K 0.01%
334
362
$45K 0.01%
3,893
+456
363
$44K 0.01%
1,221
+3
364
$44K 0.01%
2,400
365
$44K 0.01%
517
-12
366
$43K 0.01%
2,056
367
$43K 0.01%
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368
$43K 0.01%
+827
369
$43K 0.01%
106
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370
$43K 0.01%
175
371
$42K 0.01%
576
+22
372
$42K 0.01%
1,290
-20
373
$42K 0.01%
820
+20
374
$41K 0.01%
714
-126
375
$41K 0.01%
293
-4
13 14
15
16 17