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
651
$31K ﹤0.01%
2,069
+1,094
652
$30K ﹤0.01%
169
+147
653
$30K ﹤0.01%
+286
654
$30K ﹤0.01%
1,320
+990
655
$30K ﹤0.01%
509
+477
656
$30K ﹤0.01%
868
+595
657
$30K ﹤0.01%
529
+397
658
$30K ﹤0.01%
481
+271
659
$30K ﹤0.01%
+460
660
$29K ﹤0.01%
2,970
+2,454
661
$29K ﹤0.01%
1,120
+973
662
$29K ﹤0.01%
4,831
+3,725
663
$29K ﹤0.01%
249
664
$29K ﹤0.01%
1,525
+1,243
665
$28K ﹤0.01%
1,709
+1,572
666
$28K ﹤0.01%
+285
667
$28K ﹤0.01%
1,008
+894
668
$28K ﹤0.01%
404
+316
669
$28K ﹤0.01%
773
+623
670
$28K ﹤0.01%
107
+41
671
$27K ﹤0.01%
2,462
+1,845
672
$27K ﹤0.01%
+960
673
$27K ﹤0.01%
343
+214
674
$27K ﹤0.01%
215
+170
675
$27K ﹤0.01%
171
+133
25 26
27
28 29