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
626
$13K ﹤0.01%
187
627
$13K ﹤0.01%
+116
628
$12K ﹤0.01%
116
629
$12K ﹤0.01%
1,291
630
$12K ﹤0.01%
82
-10
631
$12K ﹤0.01%
2,519
+198
632
$12K ﹤0.01%
158
633
$12K ﹤0.01%
243
634
$12K ﹤0.01%
120
635
$12K ﹤0.01%
526
636
$12K ﹤0.01%
414
637
$12K ﹤0.01%
+89
638
$12K ﹤0.01%
+162
639
$12K ﹤0.01%
256
640
$12K ﹤0.01%
113
641
$12K ﹤0.01%
+159
642
$12K ﹤0.01%
+438
643
$11K ﹤0.01%
363
+255
644
$11K ﹤0.01%
102
-2
645
$11K ﹤0.01%
120
-123
646
$11K ﹤0.01%
146
+6
647
$11K ﹤0.01%
384
648
$11K ﹤0.01%
85
649
$11K ﹤0.01%
1,597
-13,060
650
$11K ﹤0.01%
152
24 25
26
27 28