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
26
$2.4M 0.34%
+63,130
27
$2.39M 0.34%
70,061
+31,587
28
$2.34M 0.34%
13,135
+522
29
$2.31M 0.33%
13,430
-559
30
$2.29M 0.33%
19,111
+621
31
$2.23M 0.32%
17,265
-2,908
32
$2.17M 0.31%
40,681
+1,281
33
$2.16M 0.31%
52,428
+21,206
34
$2.1M 0.3%
25,946
-2,098
35
$2.06M 0.3%
27,139
-5,025
36
$1.98M 0.28%
40,870
+1,683
37
$1.72M 0.25%
28,160
-2,560
38
$1.72M 0.25%
27,077
+24,474
39
$1.71M 0.25%
27,733
-7,416
40
$1.62M 0.23%
22,183
+894
41
$1.55M 0.22%
31,831
+1,340
42
$1.54M 0.22%
49,000
+2,031
43
$1.49M 0.21%
16,453
+625
44
$1.49M 0.21%
24,440
-2,880
45
$1.37M 0.2%
+26,425
46
$1.37M 0.2%
+3,592
47
$1.36M 0.2%
95,655
+23,671
48
$1.33M 0.19%
11,298
-3,726
49
$1.3M 0.19%
10,416
-11,032
50
$1.27M 0.18%
4,595
+36
1
2
3 4 5