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
451
$90K 0.01%
5,914
+4,514
452
$89K 0.01%
708
+375
453
$89K 0.01%
+4,495
454
$89K 0.01%
+1,643
455
$89K 0.01%
2,000
456
$88K 0.01%
+473
457
$86K 0.01%
+773
458
$86K 0.01%
+3,969
459
$85K 0.01%
918
+878
460
$85K 0.01%
+2,200
461
$85K 0.01%
484
+314
462
$85K 0.01%
+1,982
463
$85K 0.01%
600
464
$84K 0.01%
+880
465
$84K 0.01%
+3,492
466
$84K 0.01%
+1,729
467
$84K 0.01%
1,935
+1,865
468
$83K 0.01%
3,304
+2,736
469
$82K 0.01%
976
-500
470
$82K 0.01%
+2,785
471
$82K 0.01%
+678
472
$82K 0.01%
+1,775
473
$82K 0.01%
+1,225
474
$82K 0.01%
1,383
+964
475
$81K 0.01%
527
+476
17 18
19
20 21