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
$704M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1 +$1.27M
2 +$1.11M
3 +$932K
4
RTX icon
RTX Corp
RTX
+$753K
5
CCI icon
Crown Castle
CCI
+$694K

Top Sells

1 +$8.63M
2 +$7.83M
3 +$4.98M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.74M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$3.33M

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
976
$1K ﹤0.01%
10
977
$1K ﹤0.01%
34
+14
978
$1K ﹤0.01%
26
979
$1K ﹤0.01%
8
980
$1K ﹤0.01%
+27
981
$1K ﹤0.01%
+6
982
$1K ﹤0.01%
15
983
$1K ﹤0.01%
+55
984
$1K ﹤0.01%
4
985
$1K ﹤0.01%
26
986
$1K ﹤0.01%
58
-191
987
$1K ﹤0.01%
32
988
$1K ﹤0.01%
20
989
$1K ﹤0.01%
5
990
$1K ﹤0.01%
34
991
$1K ﹤0.01%
455
-3,493
992
$1K ﹤0.01%
9
993
$1K ﹤0.01%
29
994
$1K ﹤0.01%
30
995
$1K ﹤0.01%
42
996
$1K ﹤0.01%
4
997
$1K ﹤0.01%
12
998
$1K ﹤0.01%
13
999
$1K ﹤0.01%
40
1000
$1K ﹤0.01%
29