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
576
$6K ﹤0.01%
+216
577
$6K ﹤0.01%
+190
578
$6K ﹤0.01%
+51
579
$6K ﹤0.01%
+189
580
$6K ﹤0.01%
+70
581
$6K ﹤0.01%
+500
582
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+111
583
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+131
584
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+56
585
$6K ﹤0.01%
+1,038
586
$6K ﹤0.01%
+166
587
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43
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589
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+199
590
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+101
591
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+55
592
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+111
593
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594
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208
+108
595
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+133
596
$5K ﹤0.01%
+44
597
$5K ﹤0.01%
+82
598
$5K ﹤0.01%
+79
599
$5K ﹤0.01%
+94
600
$5K ﹤0.01%
+107