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
276
$165K 0.02%
2,460
-12
277
$164K 0.02%
6,825
-517
278
$163K 0.02%
6,000
279
$162K 0.02%
2,235
+12
280
$161K 0.02%
+1,722
281
$159K 0.02%
4,694
-1
282
$158K 0.02%
1,127
+5
283
$157K 0.02%
587
-1,333
284
$157K 0.02%
1,048
+40
285
$154K 0.02%
3,756
286
$148K 0.02%
3,107
-177
287
$148K 0.02%
+1,389
288
$148K 0.02%
4,859
+1,648
289
$147K 0.02%
2,222
290
$145K 0.02%
1,266
291
$144K 0.02%
+1,020
292
$142K 0.02%
2,621
-98
293
$141K 0.02%
2,089
+90
294
$141K 0.02%
+589
295
$140K 0.02%
2,217
+82
296
$139K 0.02%
914
+46
297
$136K 0.02%
615
-2
298
$135K 0.02%
1,627
+450
299
$135K 0.02%
650
+14
300
$134K 0.02%
1,201
10 11
12
13 14