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
$688M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$4.64M
3
+$3.67M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.08M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.08M

Top Sells

1
+$18.2M
2
+$1.49M
3
+$1.29M
4
WELL icon
Welltower
WELL
+$1.13M
5
RTX icon
RTX Corp
RTX
+$889K

Sector Composition

1 Technology 6.16%
2 Healthcare 4.44%
3 Energy 3.62%
4 Financials 3.55%
5 Communication Services 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2K ﹤0.01%
+16
852
$2K ﹤0.01%
20
853
$2K ﹤0.01%
103
854
$2K ﹤0.01%
47
+10
855
$2K ﹤0.01%
16
856
$2K ﹤0.01%
33
-9
857
$2K ﹤0.01%
1,023
-7,457
858
$2K ﹤0.01%
66
-9
859
$2K ﹤0.01%
83
-165
860
$2K ﹤0.01%
48
-3
861
$2K ﹤0.01%
236
-72
862
$2K ﹤0.01%
39
-21
863
$2K ﹤0.01%
61
-19
864
$2K ﹤0.01%
21
-21
865
$2K ﹤0.01%
66
866
$2K ﹤0.01%
49
867
$2K ﹤0.01%
27
868
$2K ﹤0.01%
117
-201
869
$2K ﹤0.01%
123
-166
870
$2K ﹤0.01%
29
-6
871
$2K ﹤0.01%
83
-55
872
$2K ﹤0.01%
35
873
$1K ﹤0.01%
36
-10
874
$1K ﹤0.01%
+14
875
$1K ﹤0.01%
41
33 34
35
36 37