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

Top Buys

1
+$7.66M
2
+$4.37M
3
+$3.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.96M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.95M

Top Sells

1
+$17.8M
2
+$1.49M
3
+$1.28M
4
WELL icon
Welltower
WELL
+$1.07M
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
$1K ﹤0.01%
37
+11
878
$1K ﹤0.01%
24
879
$1K ﹤0.01%
+11
880
$1K ﹤0.01%
7
+4
881
$1K ﹤0.01%
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882
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883
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3
884
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885
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+10
886
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8
887
$1K ﹤0.01%
46
888
$1K ﹤0.01%
89
+48
889
$1K ﹤0.01%
8
890
$1K ﹤0.01%
10
891
$1K ﹤0.01%
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-245
892
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893
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-8
894
$1K ﹤0.01%
30
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895
$1K ﹤0.01%
30
-27
896
$1K ﹤0.01%
+8
897
$1K ﹤0.01%
347
-10,192
898
$1K ﹤0.01%
26
899
$1K ﹤0.01%
32
-11
900
$1K ﹤0.01%
31
34 35
36
37 38