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
401
$43K 0.01%
1,369
+13
402
$43K 0.01%
7,690
-372
403
$43K 0.01%
1,393
404
$42K 0.01%
2,400
405
$42K 0.01%
+496
406
$42K 0.01%
1,131
+608
407
$42K 0.01%
89
+53
408
$41K 0.01%
1,419
-80
409
$41K 0.01%
15,965
-295
410
$41K 0.01%
641
+13
411
$41K 0.01%
2,303
+1,909
412
$41K 0.01%
1,255
413
$40K 0.01%
+1,038
414
$40K 0.01%
401
415
$40K 0.01%
723
+24
416
$39K 0.01%
839
+48
417
$39K 0.01%
577
418
$39K 0.01%
830
+10
419
$39K 0.01%
844
-22
420
$39K 0.01%
425
-10
421
$39K 0.01%
+643
422
$38K 0.01%
451
+13
423
$38K 0.01%
396
+386
424
$38K 0.01%
2,181
425
$38K 0.01%
327
-5
15 16
17
18 19