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
301
$133K 0.02%
+3,241
302
$133K 0.02%
1,526
303
$132K 0.02%
7,998
+3,042
304
$131K 0.02%
4,750
-70
305
$131K 0.02%
1,543
+451
306
$127K 0.02%
2,780
-344
307
$127K 0.02%
+2,235
308
$127K 0.02%
1,076
+28
309
$127K 0.02%
1,104
310
$126K 0.02%
4,810
+194
311
$124K 0.02%
1,674
-6
312
$124K 0.02%
1,104
+49
313
$121K 0.02%
2,725
314
$121K 0.02%
+2,280
315
$119K 0.02%
2,998
-68
316
$118K 0.02%
5,703
317
$117K 0.02%
4,637
318
$116K 0.02%
+1,322
319
$116K 0.02%
1,575
320
$116K 0.02%
1,792
+292
321
$115K 0.02%
4,442
-84
322
$114K 0.02%
1,879
+17
323
$114K 0.02%
1,238
324
$112K 0.02%
2,615
+80
325
$110K 0.02%
+498
11 12
13
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