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
601
$18K ﹤0.01%
375
602
$18K ﹤0.01%
+478
603
$18K ﹤0.01%
2,201
-172
604
$18K ﹤0.01%
302
605
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292
606
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345
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607
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213
608
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609
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331
610
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208
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611
$18K ﹤0.01%
184
612
$18K ﹤0.01%
673
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613
$17K ﹤0.01%
134
614
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$17K ﹤0.01%
142
616
$17K ﹤0.01%
195
617
$17K ﹤0.01%
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$17K ﹤0.01%
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$17K ﹤0.01%
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$17K ﹤0.01%
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$17K ﹤0.01%
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622
$17K ﹤0.01%
766
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623
$16K ﹤0.01%
133
624
$16K ﹤0.01%
500
+267
625
$16K ﹤0.01%
277
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