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
701
$9K ﹤0.01%
112
+72
702
$9K ﹤0.01%
220
-10
703
$9K ﹤0.01%
259
+53
704
$9K ﹤0.01%
581
+271
705
$9K ﹤0.01%
337
-18
706
$9K ﹤0.01%
+153
707
$9K ﹤0.01%
1,017
708
$9K ﹤0.01%
317
-498
709
$8K ﹤0.01%
540
710
$8K ﹤0.01%
2,964
+2,473
711
$8K ﹤0.01%
572
-177
712
$8K ﹤0.01%
836
713
$8K ﹤0.01%
93
714
$8K ﹤0.01%
97
715
$8K ﹤0.01%
83
716
$8K ﹤0.01%
823
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717
$8K ﹤0.01%
277
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718
$8K ﹤0.01%
821
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719
$8K ﹤0.01%
496
720
$8K ﹤0.01%
110
721
$8K ﹤0.01%
2,314
-22
722
$8K ﹤0.01%
323
+17
723
$8K ﹤0.01%
+91
724
$8K ﹤0.01%
+150
725
$8K ﹤0.01%
54