Zions Bancorporation, N.A.

données du 31/12/2024

Capitalisation

$ 1.585 B 15.50 %

Période de détention moyenne

19 ans

Performance

$ 463.905 M 63.56 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Zions Bancorporation, N.A.

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2024/12/31 IWS iShares Russell Mid-Cap Value 9.61% 152.339 M $ 1177815 2019/03/31 -3.197 M $ -2.20 %
2024/12/31 IVV iShares Core S&P 500 ETF 7.86% 124.572 M $ 211613 2019/03/31 2.361 M $ 2.06 %
2024/12/31 VTI Vanguard Total Stock Market ET 6.70% 106.207 M $ 366470 2019/03/31 2.517 M $ 2.35 %
2024/12/31 IWP iShares Russell Mid-Cap Growth 4.01% 63.606 M $ 501821 2019/03/31 4.823 M $ 8.07 %
2024/12/31 VWO Vanguard FTSE Emerging Markets 3.10% 49.176 M $ 1116622 2019/03/31 -69.216 K $ -7.96 %
2024/12/31 AGG iShares Core US Aggregate Bond 2.89% 45.789 M $ 472538 2019/03/31 -2.128 M $ -4.32 %
2024/12/31 NVDA Nvidia Corp 2.11% 33.411 M $ 248799 2018/12/31 2.935 M $ 10.58 %
2024/12/31 AMZN Amazon.Com Inc 2.05% 32.473 M $ 148014 2019/09/30 4.286 M $ 17.74 %
2024/12/31 AAPL Apple Inc 1.91% 30.249 M $ 120795 2019/09/30 1.857 M $ 7.48 %
2024/12/31 MSFT Microsoft Corp 1.88% 29.856 M $ 70832 2019/03/31 -551.733 K $ -2.05 %
2024/12/31 IJH iShares Core S&P Mid-Cap ETF 1.86% 29.473 M $ 473005 2019/03/31 -4.847 K $ -0.02 %
2024/12/31 META Meta Platforms Inc. Class A 1.34% 21.238 M $ 36273 2018/12/31 383.565 K $ 2.28 %
2024/12/31 VEU Vanguard FTSE All-World Ex-US 1.15% 18.190 M $ 316842 2019/03/31 -369.974 K $ -8.87 %
2024/12/31 VIG Vanguard Dividend Appreciation 1.10% 17.388 M $ 88789 2019/03/31 -145.797 K $ -1.13 %
2024/12/31 V Visa Inc Class A 0.99% 15.617 M $ 49416 2018/12/31 1.736 M $ 14.94 %
2024/12/31 NFLX Netflix Inc 0.78% 12.414 M $ 13928 2018/12/31 2.422 M $ 25.67 %
2024/12/31 VZ Verizon Communications Inc 0.70% 11.164 M $ 279172 2018/12/31 -1.283 M $ -10.96 %
2024/12/31 GILD Gilead Sciences Inc 0.67% 10.690 M $ 115725 2019/03/31 986.161 K $ 10.17 %
2024/12/31 BMY Bristol-Myers Squibb Co. 0.67% 10.652 M $ 188331 2019/03/31 809.041 K $ 9.32 %
2024/12/31 ENB Enbridge Inc 0.67% 10.563 M $ 248960 2018/12/31 401.382 K $ 4.48 %
2024/12/31 CVX Chevron Corp 0.62% 9.779 M $ 67516 2019/03/31 -110.122 K $ -1.65 %
2024/12/31 USB US Bancorp Del New 0.58% 9.260 M $ 193606 2019/03/31 361.349 K $ 4.59 %
2024/12/31 UNH United Health Group Inc 0.58% 9.153 M $ 18093 2018/12/31 -1.229 M $ -13.48 %
2024/12/31 LLY Eli Lilly & Co 0.58% 9.130 M $ 11826 2019/03/31 -1.063 M $ -12.86 %
2024/12/31 ABBV Abbvie Inc 0.56% 8.926 M $ 50232 2018/12/31 -586.912 K $ -10.02 %
2024/12/31 XEL Xcel Energy Inc 0.56% 8.885 M $ 131594 2018/12/31 263.926 K $ 3.40 %
2024/12/31 TTE TotalEnergies SE Sponsored ADS 0.55% 8.756 M $ 160660 2019/09/30 -1.098 M $ -15.66 %
2024/12/31 NGG National Grid PLC Sponsored AD 0.51% 8.153 M $ 137218 2019/03/31 -1.272 M $ -14.71 %
2024/12/31 CRM Salesforce Inc 0.51% 8.069 M $ 24136 2018/12/31 1.083 M $ 22.15 %
2024/12/31 AVGO Broadcom Inc 0.51% 8.034 M $ 34655 2018/12/31 1.497 M $ 34.40 %
2024/12/31 GOOGL Alphabet Inc Cap Stk Class A 0.51% 8.027 M $ 42406 2018/12/31 867.626 K $ 14.14 %
2024/12/31 SNY Sanofi ADR (France) 0.50% 7.975 M $ 165350 2018/12/31 -1.451 M $ -16.31 %
2024/12/31 PM Philip Morris International 0.50% 7.846 M $ 65197 2019/03/31 -70.881 K $ -0.86 %
2024/12/31 PNC PNC Financial Services Group I 0.49% 7.822 M $ 40560 2019/03/31 335.888 K $ 4.33 %
2024/12/31 TRP TC Energy Corp 0.49% 7.777 M $ 167150 2019/06/30 476.324 K $ 6.77 %
2024/12/31 TSM Taiwan Semiconductor-Spons ADR 0.46% 7.215 M $ 36535 2019/03/31 626.561 K $ 13.72 %
2024/12/31 JNJ Johnson & Johnson 0.44% 6.932 M $ 47930 2019/03/31 -392.835 K $ -10.76 %
2024/12/31 PLD Prologis Inc 0.44% 6.926 M $ 65528 2018/12/31 -1.016 M $ -16.30 %
2024/12/31 PANW Palo Alto Networks Inc 0.44% 6.898 M $ 37910 2019/03/31 360.909 K $ 6.47 %
2024/12/31 TFC Truist Financial Corporation 0.43% 6.775 M $ 156174 2019/12/31 86.723 K $ 1.43 %
2024/12/31 DUK Duke Energy Corp 0.42% 6.704 M $ 62225 2018/12/31 -420.094 K $ -6.56 %
2024/12/31 TMO Thermo Fisher Scientific Inc 0.42% 6.691 M $ 12862 2019/03/31 -1.126 M $ -15.90 %
2024/12/31 PEP Pepsico, Inc. 0.42% 6.685 M $ 43965 2019/03/31 -469.125 K $ -10.58 %
2024/12/31 HBAN Huntington Bancshares Inc 0.41% 6.513 M $ 400303 2019/03/31 667.058 K $ 10.68 %
2024/12/31 AMGN Amgen Inc 0.41% 6.497 M $ 24929 2019/09/30 -1.006 M $ -19.11 %
2024/12/31 ISRG Intuitive Surgical Inc 0.41% 6.468 M $ 12391 2018/12/31 355.298 K $ 6.25 %
2024/12/31 TSLA Tesla Motors Inc 0.41% 6.436 M $ 15937 2018/12/31 1.235 M $ 54.36 %
2024/12/31 ACN Accenture PLC Ireland Shs Clas 0.40% 6.391 M $ 18168 2018/12/31 -29.111 K $ -0.48 %
2024/12/31 MMC Marsh & McLennan Cos 0.40% 6.374 M $ 30008 2019/03/31 -252.560 K $ -4.79 %
2024/12/31 ASML ASML Holdings N V NY Reg Shs 0.40% 6.354 M $ 9168 2018/12/31 -937.737 K $ -16.82 %
2024/12/31 VUG Vanguard Growth ETF 0.40% 6.285 M $ 15313 2019/03/31 312.473 K $ 6.90 %
2024/12/31 O Realty Income Corp 0.40% 6.285 M $ 117670 2019/03/31 -1.068 M $ -15.78 %
2024/12/31 LYB Lyondellbasell Industries NV S 0.39% 6.189 M $ 83335 2018/12/31 -1.727 M $ -22.55 %
2024/12/31 ETN Eaton Corp PLC 0.39% 6.158 M $ 18556 2018/12/31 6.816 K $ 0.13 %
2024/12/31 GWW WW Grainger, Inc 0.39% 6.152 M $ 5837 2019/03/31 76.108 K $ 1.47 %
2024/12/31 SYK Stryker Corp 0.38% 5.950 M $ 16526 2019/03/31 -16.478 K $ -0.33 %
2024/12/31 BMO Bank of Montreal 0.36% 5.763 M $ 59377 2019/09/30 1.212 K $ 7.59 %
2024/12/31 T AT&T Inc. 0.36% 5.759 M $ 252941 2018/12/31 236.435 K $ 3.50 %
2024/12/31 AEP American Electric Power Co Inc 0.36% 5.729 M $ 62117 2019/09/30 -573.471 K $ -10.11 %
2024/12/31 EQIX Equinix Inc 0.36% 5.657 M $ 6000 2018/12/31 281.383 K $ 6.23 %
2024/12/31 PFE Pfizer, Inc. 0.36% 5.642 M $ 212680 2019/03/31 -494.787 K $ -8.33 %
2024/12/31 PYPL PayPal Holdings Inc 0.35% 5.499 M $ 64426 2018/12/31 337.576 K $ 9.38 %
2024/12/31 DEO Diageo PLC Sponsored ADR (UK) 0.33% 5.253 M $ 41321 2018/12/31 -487.013 K $ -9.41 %
2024/12/31 XOM Exxon Mobil Corp 0.33% 5.250 M $ 48804 2018/12/31 -184.150 K $ -8.23 %
2024/12/31 WMB Williams Company Inc 0.33% 5.240 M $ 96822 2019/03/31 1.080 M $ 18.55 %
2024/12/31 FTI Technipfmc Plc 0.33% 5.181 M $ 179027 2022/03/31 468.128 K $ 10.33 %
2024/12/31 SPGI S&P Global Inc 0.33% 5.171 M $ 10382 2018/12/31 -162.030 K $ -3.60 %
2024/12/31 WDAY Workday Inc 0.32% 5.139 M $ 19917 2018/12/31 204.027 K $ 5.57 %
2024/12/31 KO Coca Cola Co 0.32% 5.120 M $ 82242 2019/03/31 -588.950 K $ -13.36 %
2024/12/31 INTU Intuit Inc 0.32% 5.090 M $ 8099 2019/03/31 43.207 K $ 1.21 %
2024/12/31 ETR Entergy Corp. 0.32% 5.059 M $ 66727 2018/12/31 926.265 K $ 15.21 %
2024/12/31 RTX RTX CORPORATION 0.32% 5.045 M $ 43594 2020/09/30 -211.126 K $ -4.49 %
2024/12/31 ARE Alexandria Real Estate Eq Inc 0.31% 4.929 M $ 50530 2019/09/30 -641.384 K $ -17.85 %
2024/12/31 KVUE Kenvue Inc 0.30% 4.773 M $ 223555 2023/09/30 -351.601 K $ -7.70 %
2024/12/31 MS Morgan Stanley 0.30% 4.743 M $ 37728 2019/03/31 899.517 K $ 20.61 %
2024/12/31 SHW Sherwin Williams Co. 0.30% 4.679 M $ 13766 2019/03/31 -490.027 K $ -10.94 %
2024/12/31 SO Southern Company 0.29% 4.638 M $ 56344 2019/03/31 -394.234 K $ -8.72 %
2024/12/31 UNP Union Pacific Corp. 0.29% 4.595 M $ 20151 2019/03/31 -325.853 K $ -7.48 %
2024/12/31 ZTS Zoetis Inc 0.27% 4.315 M $ 26482 2018/12/31 -682.618 K $ -16.61 %
2024/12/31 PPL PPL Corporation 0.27% 4.306 M $ 132648 2018/12/31 -72.817 K $ -1.87 %
2024/12/31 MMSI Merit Medical Systems Inc 0.27% 4.297 M $ 44428 2019/06/30 -78.217 K $ -2.14 %
2024/12/31 PAYX Paychex Inc 0.26% 4.166 M $ 29708 2019/03/31 158.498 K $ 4.49 %
2024/12/31 ITGR Integer Holdings Corp 0.26% 4.163 M $ 31413 2018/12/31 66.321 K $ 1.94 %
2024/12/31 CYBR Cyberark Software Ltd 0.26% 4.143 M $ 12435 2020/06/30 435.256 K $ 14.25 %
2024/12/31 TGT Target Corp 0.26% 4.076 M $ 30156 2019/09/30 -525.933 K $ -13.27 %
2024/12/31 SPY SPDR S&P 500 ETF Trust 0.26% 4.072 M $ 6948 2018/12/31 85.476 K $ 2.15 %
2024/12/31 MNST Monster Beverage Corp New 0.25% 4.022 M $ 76520 2018/12/31 25.298 K $ 0.75 %
2024/12/31 UBER Uber Technologies Inc 0.25% 3.959 M $ 65641 2019/06/30 -1.069 M $ -19.74 %
2024/12/31 BND Vanguard Total Bond Market 0.25% 3.895 M $ 54161 2024/09/30 -3.740 K $ -4.26 %
2024/12/31 OLLI Ollies Bargain Outlet Hldgs In 0.23% 3.722 M $ 33918 2021/06/30 353.396 K $ 12.89 %
2024/12/31 BURL Burlington Stores Inc 0.23% 3.657 M $ 12830 2019/03/31 228.165 K $ 8.19 %
2024/12/31 WWD Woodward Inc 0.23% 3.617 M $ 21736 2019/03/31 -92.266 K $ -2.97 %
2024/12/31 TTEK Tetra Tech Inc 0.23% 3.590 M $ 90100 2018/12/31 -559.277 K $ -15.52 %
2024/12/31 ALC Alcon Inc 0.22% 3.529 M $ 41566 2019/06/30 -568.399 K $ -15.17 %
2024/12/31 UPS United Parcel Service Inc Clas 0.22% 3.494 M $ 27705 2019/03/31 -270.940 K $ -7.51 %
2024/12/31 ONTO Onto Innovation Inc 0.22% 3.460 M $ 20760 2021/09/30 -626.843 K $ -19.70 %
2024/12/31 SF Stifel Financial Corp 0.22% 3.452 M $ 32537 2022/03/31 329.274 K $ 12.97 %
2024/12/31 HAE Haemonetics Corp 0.20% 3.201 M $ 40996 2020/03/31 -60.338 K $ -2.86 %
2024/12/31 WEC WEC Energy Group 0.20% 3.189 M $ 33915 2018/12/31 -71.067 K $ -2.23 %
2024/12/31 RELX RELX PLC Sponsored ADR (UK) 0.20% 3.166 M $ 69710 2019/03/31 -84.162 K $ -4.30 %