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Home > Institutional Investor > Zions Bancorporation > Profile

Instuitional Investor - Zions Bancorporation

Fund Profile
Filing Period:
Fund Name: Zions Bancorporation
Portfolio Value $420,307,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stock Market Et
 475,157 $71,108,000 16.91%
2.
Vanguard Intl Equity Index Funds
 VWO 1,364,157 $71,004,000 16.89%
3.
Vanguard Dividend Apprec Etf
 445,009 $49,262,000 11.72%
4.
Black Stone Minerals L.p.
 BSM 2,613,685 $47,595,000 11.32%
5.
Microsoft Corp
 MSFT 56,281 $6,437,000 1.53%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)