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
326
$108K 0.02%
+725
327
$107K 0.02%
+1,289
328
$107K 0.02%
1,672
329
$107K 0.02%
803
+20
330
$101K 0.01%
1,375
+40
331
$100K 0.01%
1,664
-250
332
$98K 0.01%
856
-19
333
$98K 0.01%
1,928
-20
334
$98K 0.01%
986
335
$97K 0.01%
+4,012
336
$97K 0.01%
598
337
$97K 0.01%
+1,950
338
$94K 0.01%
2,029
+202
339
$94K 0.01%
+647
340
$92K 0.01%
435
+8
341
$92K 0.01%
1,186
+134
342
$91K 0.01%
+1,736
343
$91K 0.01%
3,937
+58
344
$91K 0.01%
221
345
$90K 0.01%
551
-26
346
$90K 0.01%
366
-41
347
$86K 0.01%
525
348
$85K 0.01%
998
349
$84K 0.01%
+1,137
350
$84K 0.01%
675
+3
12 13
14
15 16