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
$704M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.11M
3
+$932K
4
RTX icon
RTX Corp
RTX
+$753K
5
CCI icon
Crown Castle
CCI
+$694K

Top Sells

1
+$8.63M
2
+$7.83M
3
+$4.98M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.74M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$3.33M

Sector Composition

1 Technology 6.71%
2 Healthcare 4.58%
3 Financials 3.53%
4 Energy 2.95%
5 Communication Services 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$57K 0.01%
574
352
$57K 0.01%
1,078
+499
353
$57K 0.01%
296
-7
354
$57K 0.01%
250
-6
355
$56K 0.01%
+3,125
356
$55K 0.01%
464
357
$55K 0.01%
133
-2
358
$55K 0.01%
1,485
+1,080
359
$55K 0.01%
4,605
+311
360
$54K 0.01%
2,068
+12
361
$54K 0.01%
528
+276
362
$54K 0.01%
902
+76
363
$54K 0.01%
531
-28
364
$54K 0.01%
2,000
365
$54K 0.01%
4,055
+484
366
$53K 0.01%
2,498
-290
367
$53K 0.01%
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368
$52K 0.01%
4,757
+2,945
369
$52K 0.01%
849
370
$51K 0.01%
224
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371
$51K 0.01%
334
372
$51K 0.01%
1,409
+86
373
$51K 0.01%
1,222
374
$50K 0.01%
217
+80
375
$50K 0.01%
29
-2
13 14
15
16 17