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
376
$68K 0.01%
1,308
+44
377
$67K 0.01%
1,121
-2
378
$65K 0.01%
+585
379
$65K 0.01%
2,331
-797
380
$64K 0.01%
627
+175
381
$63K 0.01%
403
382
$63K 0.01%
673
383
$63K 0.01%
348
384
$62K 0.01%
268
-3
385
$62K 0.01%
+1,376
386
$62K 0.01%
1,380
-1,010
387
$62K 0.01%
5,275
388
$61K 0.01%
416
389
$60K 0.01%
765
+9
390
$60K 0.01%
+527
391
$59K 0.01%
2,000
392
$59K 0.01%
+860
393
$59K 0.01%
2,039
394
$59K 0.01%
552
+90
395
$58K 0.01%
3,568
396
$58K 0.01%
1,360
+37
397
$57K 0.01%
1,601
-19
398
$57K 0.01%
1,027
-344
399
$57K 0.01%
500
400
$56K 0.01%
457
14 15
16
17 18