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
$1.59B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1 +$51.1M
2 +$15.1M
3 +$10.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.42M
5
BMO icon
Bank of Montreal
BMO
+$5.6M

Top Sells

1 +$5.09M
2 +$3.68M
3 +$3.52M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$2.75M
5
D icon
Dominion Energy
D
+$2.57M

Sector Composition

1 Technology 14.6%
2 Healthcare 9.54%
3 Financials 7.21%
4 Consumer Discretionary 4.91%
5 Industrials 4.52%