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
426
$100K 0.01%
+2,535
427
$100K 0.01%
1,045
+795
428
$100K 0.01%
2,716
+1,766
429
$100K 0.01%
+2,510
430
$100K 0.01%
+966
431
$99K 0.01%
+2,987
432
$99K 0.01%
+44,690
433
$99K 0.01%
1,500
434
$98K 0.01%
+3,063
435
$98K 0.01%
515
+491
436
$98K 0.01%
14,712
+12,235
437
$97K 0.01%
2,012
+1,942
438
$97K 0.01%
1,515
+1,263
439
$96K 0.01%
+2,597
440
$96K 0.01%
+6,650
441
$94K 0.01%
2,240
+1,576
442
$94K 0.01%
6,871
443
$93K 0.01%
1,251
+844
444
$93K 0.01%
850
+729
445
$92K 0.01%
1,300
446
$92K 0.01%
+1,715
447
$92K 0.01%
655
+636
448
$91K 0.01%
+1,171
449
$91K 0.01%
+2,437
450
$91K 0.01%
1,683
+1,635
16 17
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