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
476
$22K ﹤0.01%
861
-39
477
$22K ﹤0.01%
240
-18
478
$22K ﹤0.01%
207
-32
479
$22K ﹤0.01%
369
-96
480
$22K ﹤0.01%
368
481
$21K ﹤0.01%
770
-7
482
$21K ﹤0.01%
359
+19
483
$21K ﹤0.01%
458
-14
484
$21K ﹤0.01%
1,164
+113
485
$21K ﹤0.01%
204
-17
486
$21K ﹤0.01%
1,144
+147
487
$21K ﹤0.01%
149
-33
488
$21K ﹤0.01%
258
-102
489
$21K ﹤0.01%
178
-13
490
$21K ﹤0.01%
+168
491
$20K ﹤0.01%
436
492
$20K ﹤0.01%
137
-27
493
$20K ﹤0.01%
+346
494
$20K ﹤0.01%
205
495
$20K ﹤0.01%
+322
496
$20K ﹤0.01%
229
497
$20K ﹤0.01%
228
498
$20K ﹤0.01%
188
+4
499
$19K ﹤0.01%
493
+24
500
$19K ﹤0.01%
137
+14
18 19
20
21 22