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
626
$16K ﹤0.01%
1,244
627
$16K ﹤0.01%
465
628
$16K ﹤0.01%
670
-7
629
$16K ﹤0.01%
1,310
+386
630
$16K ﹤0.01%
445
+58
631
$15K ﹤0.01%
+208
632
$15K ﹤0.01%
525
-12
633
$15K ﹤0.01%
561
-1,189
634
$15K ﹤0.01%
781
+305
635
$15K ﹤0.01%
858
-76
636
$15K ﹤0.01%
203
637
$15K ﹤0.01%
179
-84
638
$15K ﹤0.01%
312
+63
639
$15K ﹤0.01%
315
640
$15K ﹤0.01%
218
641
$15K ﹤0.01%
162
-3
642
$15K ﹤0.01%
186
643
$15K ﹤0.01%
312
644
$15K ﹤0.01%
604
645
$15K ﹤0.01%
241
-113
646
$15K ﹤0.01%
240
+10
647
$14K ﹤0.01%
463
648
$14K ﹤0.01%
761
+207
649
$14K ﹤0.01%
548
-217
650
$14K ﹤0.01%
193
24 25
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