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
$697M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.73M
3
+$2.46M
4
BP icon
BP
BP
+$2.4M
5
GILD icon
Gilead Sciences
GILD
+$1.55M

Top Sells

1
+$1.7M
2
+$1.37M
3
+$1.26M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.18M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.1M

Sector Composition

1 Energy 14.72%
2 Technology 4.63%
3 Healthcare 3.79%
4 Financials 3.39%
5 Communication Services 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$217K 0.03%
3,802
+10
227
$217K 0.03%
394
+23
228
$217K 0.03%
1,817
+11
229
$214K 0.03%
6,992
+49
230
$213K 0.03%
6,994
+3,299
231
$212K 0.03%
1,879
+13
232
$212K 0.03%
1,245
233
$211K 0.03%
1,192
+4
234
$211K 0.03%
7,733
+33
235
$211K 0.03%
2,201
+422
236
$210K 0.03%
2,782
-258
237
$209K 0.03%
4,431
+21
238
$209K 0.03%
3,299
+19
239
$207K 0.03%
1,593
-139
240
$207K 0.03%
2,991
-496
241
$207K 0.03%
1,699
+13
242
$206K 0.03%
585
243
$204K 0.03%
+5,898
244
$204K 0.03%
+2,084
245
$203K 0.03%
1,613
-59
246
$201K 0.03%
5,794
+2,119
247
$201K 0.03%
564
+3
248
$200K 0.03%
4,327
-4,167
249
$197K 0.03%
2,600
250
$192K 0.03%
6,103
+23
8 9
10
11 12