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
251
$191K 0.03%
4,715
+49
252
$191K 0.03%
2,074
253
$190K 0.03%
4,084
-1
254
$189K 0.03%
4,638
255
$188K 0.03%
4,582
+29
256
$187K 0.03%
904
+37
257
$187K 0.03%
5,247
+54
258
$186K 0.03%
3,678
-1,113
259
$185K 0.03%
2,840
260
$184K 0.03%
+3,300
261
$184K 0.03%
4,665
+1
262
$182K 0.03%
2,328
+78
263
$181K 0.03%
1,413
264
$181K 0.03%
3,445
-199
265
$180K 0.03%
4,293
266
$180K 0.03%
3,271
-9,237
267
$180K 0.03%
2,229
-3,000
268
$177K 0.03%
5,527
+31
269
$176K 0.03%
3,188
-37
270
$176K 0.03%
6,420
271
$175K 0.03%
1,496
-131
272
$173K 0.02%
+2,358
273
$168K 0.02%
1,826
+5
274
$167K 0.02%
3,749
+20
275
$165K 0.02%
84
9 10
11
12 13