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
351
$82K 0.01%
+382
352
$82K 0.01%
746
+12
353
$80K 0.01%
321
354
$80K 0.01%
3,462
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$80K 0.01%
472
356
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882
357
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358
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359
$76K 0.01%
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360
$76K 0.01%
366
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361
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362
$74K 0.01%
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363
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364
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1,263
365
$72K 0.01%
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366
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400
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367
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368
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369
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1,773
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372
$70K 0.01%
560
373
$69K 0.01%
319
374
$69K 0.01%
407
375
$68K 0.01%
1,421
-10
13 14
15
16 17