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
576
$22K ﹤0.01%
871
-58
577
$22K ﹤0.01%
1,779
578
$22K ﹤0.01%
76
+15
579
$21K ﹤0.01%
1,271
580
$21K ﹤0.01%
165
+10
581
$21K ﹤0.01%
184
582
$21K ﹤0.01%
1,241
583
$21K ﹤0.01%
615
-134
584
$21K ﹤0.01%
354
585
$21K ﹤0.01%
107
586
$21K ﹤0.01%
129
-16
587
$21K ﹤0.01%
350
588
$20K ﹤0.01%
+2,706
589
$20K ﹤0.01%
186
590
$20K ﹤0.01%
645
+74
591
$20K ﹤0.01%
604
592
$20K ﹤0.01%
1,095
593
$20K ﹤0.01%
441
-264
594
$19K ﹤0.01%
1,448
595
$19K ﹤0.01%
+345
596
$19K ﹤0.01%
+994
597
$19K ﹤0.01%
361
+6
598
$19K ﹤0.01%
190
599
$19K ﹤0.01%
783
-37
600
$18K ﹤0.01%
531
22 23
24
25 26