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
351
$126K 0.02%
+2,856
352
$125K 0.02%
1,364
+446
353
$125K 0.02%
+3,465
354
$124K 0.02%
+10,784
355
$124K 0.02%
+2,428
356
$124K 0.02%
+3,406
357
$122K 0.02%
+1,985
358
$122K 0.02%
1,010
+1,004
359
$122K 0.02%
+9,168
360
$121K 0.02%
1,337
+1,205
361
$121K 0.02%
+4,206
362
$121K 0.02%
+6,203
363
$121K 0.02%
+2,313
364
$120K 0.02%
+2,613
365
$120K 0.02%
+4,043
366
$119K 0.02%
7,543
+7,187
367
$119K 0.02%
+4,010
368
$119K 0.02%
+2,360
369
$119K 0.02%
2,463
+1,571
370
$119K 0.02%
+4,263
371
$119K 0.02%
+2,989
372
$118K 0.02%
265
+255
373
$118K 0.02%
+1,714
374
$118K 0.02%
+5,408
375
$117K 0.02%
+2,739
13 14
15
16 17