We are live on ! Find out more
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
$704M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1 +$1.39M
2 +$1.13M
3 +$936K
4
RTX icon
RTX Corp
RTX
+$796K
5
CCI icon
Crown Castle
CCI
+$688K

Top Sells

1 +$8.44M
2 +$7.74M
3 +$4.86M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.76M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$3.34M

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%
32
+3
702
$9K ﹤0.01%
545
+184
703
$9K ﹤0.01%
1,017
704
$9K ﹤0.01%
600
705
$9K ﹤0.01%
+173
706
$9K ﹤0.01%
50
707
$9K ﹤0.01%
64
+61
708
$9K ﹤0.01%
194
+59
709
$8K ﹤0.01%
572
-177
710
$8K ﹤0.01%
836
711
$8K ﹤0.01%
93
712
$8K ﹤0.01%
97
713
$8K ﹤0.01%
83
714
$8K ﹤0.01%
823
-232
715
$8K ﹤0.01%
277
-5,512
716
$8K ﹤0.01%
821
-352
717
$8K ﹤0.01%
496
718
$8K ﹤0.01%
220
719
$8K ﹤0.01%
2,314
-22
720
$8K ﹤0.01%
323
+17
721
$8K ﹤0.01%
81
722
$8K ﹤0.01%
113
+6
723
$8K ﹤0.01%
1,183
-162
724
$8K ﹤0.01%
54
725
$8K ﹤0.01%
196