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
376
$117K 0.02%
+4,110
377
$117K 0.02%
1,142
+999
378
$116K 0.02%
+2,798
379
$116K 0.02%
2,864
+864
380
$116K 0.02%
+5,824
381
$116K 0.02%
+2,366
382
$116K 0.02%
+6,782
383
$115K 0.02%
+4,039
384
$114K 0.02%
+2,672
385
$114K 0.02%
+4,994
386
$113K 0.02%
688
+411
387
$113K 0.02%
+6,302
388
$113K 0.02%
+5,042
389
$112K 0.02%
2,423
+2,394
390
$112K 0.02%
2,381
+2,304
391
$112K 0.02%
202
+197
392
$112K 0.02%
+4,800
393
$112K 0.02%
2,762
+900
394
$111K 0.02%
3,290
+1,165
395
$111K 0.02%
2,172
+2,130
396
$111K 0.02%
+5,478
397
$111K 0.02%
+4,971
398
$110K 0.02%
2,448
+1,672
399
$110K 0.02%
+5,130
400
$109K 0.02%
+16,311
14 15
16
17 18