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
401
$56K 0.01%
1,646
+587
402
$56K 0.01%
385
+13
403
$56K 0.01%
1,105
404
$54K 0.01%
708
-3,093
405
$54K 0.01%
+50
406
$54K 0.01%
943
-1,200
407
$54K 0.01%
344
-3
408
$54K 0.01%
2,000
409
$53K 0.01%
716
410
$53K 0.01%
2,460
411
$53K 0.01%
903
412
$52K 0.01%
+3,002
413
$52K 0.01%
2,762
-198
414
$52K 0.01%
1,186
-229
415
$52K 0.01%
212
+5
416
$51K 0.01%
866
417
$51K 0.01%
2,706
-644
418
$51K 0.01%
1,132
-388
419
$51K 0.01%
567
-3
420
$51K 0.01%
2,575
+441
421
$50K 0.01%
+1,131
422
$49K 0.01%
311
423
$49K 0.01%
1,424
-2,524
424
$49K 0.01%
192
425
$49K 0.01%
1,561
15 16
17
18 19