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
551
$55K 0.01%
+480
552
$55K 0.01%
424
+415
553
$54K 0.01%
1,000
554
$53K 0.01%
11,238
+10,073
555
$53K 0.01%
+810
556
$53K 0.01%
736
+657
557
$53K 0.01%
694
+594
558
$52K 0.01%
613
+523
559
$52K 0.01%
363
+309
560
$52K 0.01%
+469
561
$51K 0.01%
5,763
+5,681
562
$51K 0.01%
+517
563
$51K 0.01%
+852
564
$51K 0.01%
3,099
+2,717
565
$51K 0.01%
+1,227
566
$50K 0.01%
903
+811
567
$50K 0.01%
+2,460
568
$50K 0.01%
422
+85
569
$50K 0.01%
+1,236
570
$50K 0.01%
112
+90
571
$50K 0.01%
3,423
+281
572
$49K 0.01%
2,000
573
$49K 0.01%
1,175
+1,155
574
$49K 0.01%
1,284
+1,112
575
$49K 0.01%
302
-591
21 22
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