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
301
$164K 0.02%
+1,501
302
$164K 0.02%
1,151
+1,010
303
$164K 0.02%
+1,476
304
$162K 0.02%
1,648
+28
305
$162K 0.02%
+1,040
306
$162K 0.02%
1,815
-167
307
$161K 0.02%
+2,065
308
$161K 0.02%
+4,999
309
$160K 0.02%
13,076
+13,040
310
$160K 0.02%
+2,885
311
$160K 0.02%
+1,530
312
$158K 0.02%
2,608
+2,527
313
$157K 0.02%
+6,831
314
$156K 0.02%
+2,682
315
$156K 0.02%
+897
316
$155K 0.02%
+2,203
317
$154K 0.02%
+2,742
318
$154K 0.02%
+1,884
319
$154K 0.02%
9,630
320
$153K 0.02%
+3,862
321
$152K 0.02%
+1,189
322
$151K 0.02%
+5,200
323
$150K 0.02%
+4,090
324
$150K 0.02%
+2,274
325
$150K 0.02%
+1,986
11 12
13
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