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
376
$41K 0.01%
1,255
-173
377
$41K 0.01%
139
-2
378
$40K 0.01%
1,499
-1,463
379
$40K 0.01%
16,260
+7,064
380
$39K 0.01%
628
381
$39K 0.01%
214
-8
382
$39K 0.01%
866
-30
383
$39K 0.01%
531
384
$38K 0.01%
1,393
+24
385
$38K 0.01%
435
+2
386
$37K 0.01%
963
+64
387
$37K 0.01%
401
-31
388
$37K 0.01%
996
-431
389
$36K 0.01%
438
-9
390
$36K 0.01%
332
+31
391
$36K 0.01%
699
-21,848
392
$35K 0.01%
791
-262
393
$35K 0.01%
690
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394
$35K 0.01%
+909
395
$34K ﹤0.01%
1,117
+17
396
$33K ﹤0.01%
137
-9
397
$33K ﹤0.01%
29
398
$33K ﹤0.01%
93
+6
399
$33K ﹤0.01%
170
400
$33K ﹤0.01%
9,993
+8,900
14 15
16
17 18