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
401
$109K 0.02%
+4,190
402
$109K 0.02%
1,823
+129
403
$108K 0.02%
+2,740
404
$108K 0.02%
+5,319
405
$107K 0.02%
5,706
+5,466
406
$106K 0.02%
882
+784
407
$106K 0.02%
1,389
+753
408
$106K 0.02%
1,984
+1,817
409
$106K 0.02%
+1,529
410
$105K 0.02%
1,071
+71
411
$105K 0.02%
6,520
+6,250
412
$105K 0.02%
1,365
+1,239
413
$105K 0.02%
+931
414
$105K 0.02%
+1,730
415
$104K 0.02%
+1,188
416
$103K 0.01%
790
+780
417
$103K 0.01%
700
418
$103K 0.01%
+2,561
419
$102K 0.01%
+5,735
420
$101K 0.01%
767
+639
421
$101K 0.01%
1,708
+1,666
422
$100K 0.01%
2,169
-81
423
$100K 0.01%
874
+851
424
$100K 0.01%
758
+267
425
$100K 0.01%
+3,801
15 16
17
18 19