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
501
$32K ﹤0.01%
694
+34
502
$32K ﹤0.01%
400
503
$32K ﹤0.01%
1,519
-430
504
$31K ﹤0.01%
890
+94
505
$31K ﹤0.01%
407
+8
506
$31K ﹤0.01%
1,103
+143
507
$31K ﹤0.01%
620
508
$31K ﹤0.01%
8,122
-873
509
$31K ﹤0.01%
+163
510
$31K ﹤0.01%
175
511
$31K ﹤0.01%
+1,194
512
$31K ﹤0.01%
478
513
$30K ﹤0.01%
341
514
$30K ﹤0.01%
558
515
$30K ﹤0.01%
208
516
$30K ﹤0.01%
480
517
$30K ﹤0.01%
407
-270
518
$30K ﹤0.01%
142
+6
519
$30K ﹤0.01%
1,989
-111
520
$29K ﹤0.01%
321
521
$29K ﹤0.01%
133
-1,646
522
$29K ﹤0.01%
2,064
523
$29K ﹤0.01%
443
+21
524
$29K ﹤0.01%
364
525
$29K ﹤0.01%
215
19 20
21
22 23