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
276
$187K 0.03%
2,169
+1,571
277
$187K 0.03%
+2,162
278
$187K 0.03%
+1,610
279
$182K 0.03%
1,879
+1,844
280
$182K 0.03%
+958
281
$181K 0.03%
+3,555
282
$180K 0.03%
1,690
+524
283
$180K 0.03%
+1,657
284
$179K 0.03%
+1,208
285
$178K 0.03%
+2,010
286
$178K 0.03%
+5,892
287
$176K 0.03%
2,329
+2,267
288
$176K 0.03%
1,308
+1,268
289
$174K 0.03%
+3,398
290
$174K 0.03%
3,704
+2,024
291
$171K 0.02%
+2,251
292
$170K 0.02%
+1,974
293
$170K 0.02%
+1,517
294
$169K 0.02%
+8,000
295
$169K 0.02%
+7,905
296
$167K 0.02%
+1,678
297
$167K 0.02%
3,817
+3,585
298
$166K 0.02%
2,546
299
$165K 0.02%
+3,285
300
$165K 0.02%
676
+657
10 11
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