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
376
$50K 0.01%
714
377
$50K 0.01%
463
378
$49K 0.01%
320
-5
379
$49K 0.01%
956
+597
380
$49K 0.01%
609
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381
$49K 0.01%
175
382
$49K 0.01%
223
+89
383
$48K 0.01%
429
+273
384
$48K 0.01%
1,029
-164
385
$48K 0.01%
680
-89
386
$47K 0.01%
3,190
-31
387
$47K 0.01%
856
-33
388
$47K 0.01%
916
389
$47K 0.01%
502
-15
390
$46K 0.01%
880
391
$46K 0.01%
2,918
+2,829
392
$46K 0.01%
786
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393
$45K 0.01%
472
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$45K 0.01%
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395
$45K 0.01%
214
396
$44K 0.01%
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397
$44K 0.01%
261
-7
398
$44K 0.01%
576
399
$44K 0.01%
+1,199
400
$44K 0.01%
139
14 15
16
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