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
476
$36K 0.01%
1,560
477
$36K 0.01%
303
478
$36K 0.01%
877
+29
479
$36K 0.01%
212
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480
$35K 0.01%
439
481
$34K ﹤0.01%
548
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482
$34K ﹤0.01%
2,285
-105
483
$34K ﹤0.01%
1,805
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484
$34K ﹤0.01%
266
485
$34K ﹤0.01%
1,451
+6
486
$34K ﹤0.01%
334
487
$34K ﹤0.01%
+279
488
$33K ﹤0.01%
675
489
$33K ﹤0.01%
302
490
$33K ﹤0.01%
1,598
491
$33K ﹤0.01%
204
492
$33K ﹤0.01%
615
493
$33K ﹤0.01%
856
494
$33K ﹤0.01%
+175
495
$33K ﹤0.01%
138
496
$33K ﹤0.01%
621
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497
$33K ﹤0.01%
361
498
$33K ﹤0.01%
957
499
$33K ﹤0.01%
937
+82
500
$32K ﹤0.01%
922
18 19
20
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