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
251
$212K 0.03%
+1,965
252
$212K 0.03%
+3,134
253
$210K 0.03%
4,268
-896
254
$209K 0.03%
4,392
+388
255
$208K 0.03%
2,421
256
$207K 0.03%
4,620
-50
257
$207K 0.03%
+2,014
258
$207K 0.03%
1,303
+1,084
259
$205K 0.03%
+4,066
260
$202K 0.03%
2,532
+1,880
261
$201K 0.03%
2,265
262
$200K 0.03%
2,605
+1,448
263
$198K 0.03%
1,844
+1,780
264
$198K 0.03%
+1,549
265
$198K 0.03%
3,476
+2,564
266
$197K 0.03%
+5,460
267
$197K 0.03%
3,803
+3,550
268
$196K 0.03%
+2,414
269
$193K 0.03%
+2,690
270
$193K 0.03%
9,114
271
$192K 0.03%
936
+859
272
$191K 0.03%
1,559
+1,542
273
$189K 0.03%
+3,334
274
$189K 0.03%
2,174
+2,143
275
$189K 0.03%
+2,142
9 10
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