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
$694M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.38M
3
+$2.34M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.2M
5
VZ icon
Verizon
VZ
+$2.06M

Top Sells

1
+$6.63M
2
+$6.18M
3
+$5.53M
4
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$3.98M
5
XOM icon
Exxon Mobil
XOM
+$3.14M

Sector Composition

1 Energy 10.7%
2 Healthcare 6.13%
3 Technology 4.58%
4 Industrials 4.13%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$257K 0.04%
+4,797
227
$256K 0.04%
+3,275
228
$255K 0.04%
6,949
+449
229
$253K 0.04%
+7,945
230
$251K 0.04%
+6,557
231
$247K 0.04%
2,430
+2,399
232
$246K 0.04%
+1,461
233
$245K 0.04%
791
+218
234
$242K 0.03%
1,679
+1,665
235
$242K 0.03%
4,486
+3,151
236
$242K 0.03%
4,041
+1,373
237
$241K 0.03%
+2,401
238
$239K 0.03%
+18,870
239
$238K 0.03%
5,588
+2,350
240
$233K 0.03%
+3,255
241
$232K 0.03%
1,444
+1,435
242
$231K 0.03%
+3,447
243
$230K 0.03%
+3,648
244
$228K 0.03%
1,852
+586
245
$225K 0.03%
+26,168
246
$224K 0.03%
7,200
247
$223K 0.03%
+2,930
248
$222K 0.03%
4,819
+2,910
249
$221K 0.03%
+1,967
250
$220K 0.03%
+1,383
8 9
10
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