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
526
$20K ﹤0.01%
155
+25
527
$20K ﹤0.01%
436
528
$20K ﹤0.01%
351
-11
529
$20K ﹤0.01%
198
+7
530
$20K ﹤0.01%
708
+114
531
$20K ﹤0.01%
114
+3
532
$20K ﹤0.01%
1,137
-27
533
$20K ﹤0.01%
1,000
+195
534
$20K ﹤0.01%
218
535
$20K ﹤0.01%
4,976
+922
536
$20K ﹤0.01%
370
537
$20K ﹤0.01%
546
+126
538
$20K ﹤0.01%
228
539
$20K ﹤0.01%
144
-17
540
$19K ﹤0.01%
1,069
-11
541
$19K ﹤0.01%
317
-31
542
$19K ﹤0.01%
480
-13
543
$19K ﹤0.01%
209
544
$19K ﹤0.01%
138
+1
545
$19K ﹤0.01%
425
546
$19K ﹤0.01%
652
547
$19K ﹤0.01%
323
+4
548
$19K ﹤0.01%
+60
549
$19K ﹤0.01%
+318
550
$18K ﹤0.01%
56
20 21
22
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