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
876
$1K ﹤0.01%
20
-135
877
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5
878
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37
+11
879
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881
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883
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884
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3
885
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886
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+10
887
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8
888
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889
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890
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8
891
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10
892
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26
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895
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-28
896
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30
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897
$1K ﹤0.01%
+8
898
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347
-10,192
899
$1K ﹤0.01%
26
900
$1K ﹤0.01%
32
-11
34 35
36
37 38