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
326
$149K 0.02%
12,509
+7,192
327
$149K 0.02%
3,294
+2,600
328
$147K 0.02%
9,976
329
$145K 0.02%
+5,052
330
$144K 0.02%
+1,891
331
$143K 0.02%
+6,662
332
$141K 0.02%
2,138
+2,076
333
$140K 0.02%
1,564
+1,410
334
$138K 0.02%
6,000
335
$137K 0.02%
1,587
+931
336
$137K 0.02%
2,636
+2,049
337
$137K 0.02%
5,704
+4,970
338
$137K 0.02%
+5,535
339
$137K 0.02%
2,120
+1,637
340
$135K 0.02%
3,561
+3,493
341
$135K 0.02%
+8,590
342
$134K 0.02%
2,138
+1,854
343
$130K 0.02%
+1,885
344
$130K 0.02%
2,096
+1,356
345
$130K 0.02%
4,911
+2,276
346
$129K 0.02%
7,011
+6,386
347
$129K 0.02%
+3,068
348
$128K 0.02%
3,023
+594
349
$128K 0.02%
+3,068
350
$127K 0.02%
+4,013
12 13
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