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
576
$49K 0.01%
767
+687
577
$49K 0.01%
996
+968
578
$48K 0.01%
13,562
+11,399
579
$48K 0.01%
6,415
+5,470
580
$48K 0.01%
+634
581
$48K 0.01%
2,000
582
$47K 0.01%
1,893
+1,490
583
$46K 0.01%
189
+166
584
$46K 0.01%
+798
585
$46K 0.01%
+1,710
586
$45K 0.01%
806
+120
587
$45K 0.01%
+1,099
588
$45K 0.01%
3,038
+1,298
589
$45K 0.01%
338
+172
590
$44K 0.01%
866
+790
591
$43K 0.01%
1,896
+1,818
592
$43K 0.01%
278
+236
593
$43K 0.01%
+2,040
594
$43K 0.01%
2,835
+2,414
595
$42K 0.01%
+1,110
596
$42K 0.01%
+689
597
$42K 0.01%
365
+325
598
$42K 0.01%
573
+502
599
$42K 0.01%
+1,264
600
$41K 0.01%
+393
22 23
24
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