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
526
$29K ﹤0.01%
261
527
$28K ﹤0.01%
9,186
+2,885
528
$28K ﹤0.01%
694
529
$28K ﹤0.01%
1,432
-20
530
$28K ﹤0.01%
1,018
+147
531
$28K ﹤0.01%
538
-54
532
$27K ﹤0.01%
306
+14
533
$27K ﹤0.01%
231
534
$27K ﹤0.01%
6,360
+2,886
535
$27K ﹤0.01%
247
-80
536
$27K ﹤0.01%
727
537
$27K ﹤0.01%
283
-68
538
$27K ﹤0.01%
1,745
-625
539
$26K ﹤0.01%
+173
540
$26K ﹤0.01%
460
541
$26K ﹤0.01%
881
542
$26K ﹤0.01%
414
543
$26K ﹤0.01%
826
-99
544
$26K ﹤0.01%
306
+14
545
$26K ﹤0.01%
235
-93
546
$25K ﹤0.01%
976
547
$25K ﹤0.01%
804
548
$25K ﹤0.01%
95
549
$25K ﹤0.01%
713
550
$25K ﹤0.01%
48
20 21
22
23 24