ZB

Zions Bancorporation Portfolio holdings

AUM $1.59B
1-Year Est. Return 19.92%
This Fund
S&P 500
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 +$22.8M
2 +$16.5M
3 +$9.68M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$8.79M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$7.37M

Top Sells

1 +$29M
2 +$22.1M
3 +$16.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13M
5
GE icon
GE Aerospace
GE
+$8.6M

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
551
$7K ﹤0.01%
+59
552
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+161
553
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+345
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100
562
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563
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565
$7K ﹤0.01%
+642
566
$7K ﹤0.01%
+91
567
$6K ﹤0.01%
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568
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569
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570
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571
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+66
572
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573
$6K ﹤0.01%
+464
574
$6K ﹤0.01%
+114
575
$6K ﹤0.01%
+216