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
$544M
AUM Growth
-$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$15.5M
3
+$9.1M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$8.29M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$6.84M

Top Sells

1
+$29M
2
+$21.7M
3
+$16.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13M
5
GE icon
GE Aerospace
GE
+$8.68M

Sector Composition

1 Energy 10.2%
2 Financials 2.8%
3 Industrials 2.6%
4 Technology 2.55%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$8K ﹤0.01%
+1,571
527
$8K ﹤0.01%
+209
528
$8K ﹤0.01%
+149
529
$8K ﹤0.01%
136
-364
530
$8K ﹤0.01%
+108
531
$8K ﹤0.01%
975
-325
532
$8K ﹤0.01%
+658
533
$8K ﹤0.01%
+41
534
$8K ﹤0.01%
+606
535
$8K ﹤0.01%
+528
536
$7K ﹤0.01%
100
537
$7K ﹤0.01%
+153
538
$7K ﹤0.01%
+292
539
$7K ﹤0.01%
+130
540
$7K ﹤0.01%
+142
541
$7K ﹤0.01%
+271
542
$7K ﹤0.01%
+117
543
$7K ﹤0.01%
1,440
544
$7K ﹤0.01%
136
+36
545
$7K ﹤0.01%
+99
546
$7K ﹤0.01%
+177
547
$7K ﹤0.01%
+126
548
$7K ﹤0.01%
+59
549
$7K ﹤0.01%
+141
550
$7K ﹤0.01%
+65
20 21
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