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
526
$61K 0.01%
270
+261
527
$60K 0.01%
+1,081
528
$60K 0.01%
319
+266
529
$60K 0.01%
451
+315
530
$60K 0.01%
3,010
+1,799
531
$59K 0.01%
+2,027
532
$59K 0.01%
+1,032
533
$59K 0.01%
+1,021
534
$59K 0.01%
758
+689
535
$58K 0.01%
381
+277
536
$58K 0.01%
496
+467
537
$58K 0.01%
495
+441
538
$57K 0.01%
+571
539
$57K 0.01%
+420
540
$57K 0.01%
519
+454
541
$57K 0.01%
707
+657
542
$57K 0.01%
+2,650
543
$57K 0.01%
+985
544
$56K 0.01%
376
+300
545
$56K 0.01%
+841
546
$56K 0.01%
+1,755
547
$56K 0.01%
1,416
+750
548
$56K 0.01%
+750
549
$55K 0.01%
+1,675
550
$55K 0.01%
837
+775
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