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
501
$69K 0.01%
+712
502
$69K 0.01%
+2,113
503
$69K 0.01%
600
504
$68K 0.01%
1,108
+870
505
$68K 0.01%
+1,167
506
$68K 0.01%
369
+356
507
$67K 0.01%
712
508
$67K 0.01%
+564
509
$66K 0.01%
442
+274
510
$66K 0.01%
1,169
+1,144
511
$65K 0.01%
1,800
+1,725
512
$65K 0.01%
+5,204
513
$64K 0.01%
604
+99
514
$64K 0.01%
424
+367
515
$64K 0.01%
1,079
+1,001
516
$64K 0.01%
1,377
+1,346
517
$64K 0.01%
3,752
+2,378
518
$64K 0.01%
+2,994
519
$63K 0.01%
467
+411
520
$63K 0.01%
2,358
+873
521
$63K 0.01%
700
522
$63K 0.01%
2,000
523
$62K 0.01%
7,986
+7,303
524
$62K 0.01%
+1,778
525
$61K 0.01%
1,593
+1,418
19 20
21
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