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
426
$28K ﹤0.01%
577
427
$28K ﹤0.01%
149
428
$28K ﹤0.01%
1,527
-1,063
429
$28K ﹤0.01%
957
-361
430
$28K ﹤0.01%
686
-71
431
$28K ﹤0.01%
2,899
+187
432
$27K ﹤0.01%
486
+90
433
$27K ﹤0.01%
400
434
$27K ﹤0.01%
140
-47
435
$27K ﹤0.01%
138
+6
436
$27K ﹤0.01%
341
437
$27K ﹤0.01%
1,267
+4
438
$26K ﹤0.01%
2,064
439
$26K ﹤0.01%
4,591
+1,205
440
$26K ﹤0.01%
717
441
$26K ﹤0.01%
252
+100
442
$26K ﹤0.01%
1,504
-41
443
$26K ﹤0.01%
579
+10
444
$26K ﹤0.01%
432
445
$26K ﹤0.01%
1,426
+1,359
446
$26K ﹤0.01%
406
-41
447
$26K ﹤0.01%
423
-17
448
$26K ﹤0.01%
373
449
$26K ﹤0.01%
2,265
+1,249
450
$25K ﹤0.01%
385
-13
16 17
18
19 20