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
601
$41K 0.01%
1,180
+1,102
602
$41K 0.01%
162
+24
603
$41K 0.01%
+1,170
604
$41K 0.01%
4,651
+3,671
605
$40K 0.01%
1,100
606
$40K 0.01%
684
+554
607
$40K 0.01%
479
+364
608
$40K 0.01%
625
+480
609
$39K 0.01%
624
+430
610
$39K 0.01%
+697
611
$39K 0.01%
2,042
+1,912
612
$39K 0.01%
10,582
+8,663
613
$38K 0.01%
1,298
+1,003
614
$38K 0.01%
684
+636
615
$38K 0.01%
+2,146
616
$38K 0.01%
349
+286
617
$37K 0.01%
633
+567
618
$37K 0.01%
673
+578
619
$37K 0.01%
248
+237
620
$36K 0.01%
+355
621
$36K 0.01%
735
+653
622
$35K 0.01%
571
+477
623
$34K ﹤0.01%
+890
624
$34K ﹤0.01%
+304
625
$34K ﹤0.01%
884
+807
23 24
25
26 27