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
651
$14K ﹤0.01%
229
652
$14K ﹤0.01%
350
+30
653
$14K ﹤0.01%
397
654
$14K ﹤0.01%
226
655
$14K ﹤0.01%
96
656
$14K ﹤0.01%
149
+10
657
$14K ﹤0.01%
68
+26
658
$13K ﹤0.01%
+72
659
$13K ﹤0.01%
+101
660
$13K ﹤0.01%
139
661
$13K ﹤0.01%
83
662
$13K ﹤0.01%
341
663
$13K ﹤0.01%
617
+135
664
$13K ﹤0.01%
325
+161
665
$13K ﹤0.01%
241
-70
666
$13K ﹤0.01%
222
667
$13K ﹤0.01%
825
-195
668
$13K ﹤0.01%
104
-424
669
$13K ﹤0.01%
231
670
$13K ﹤0.01%
394
671
$13K ﹤0.01%
294
672
$13K ﹤0.01%
188
673
$12K ﹤0.01%
+131
674
$12K ﹤0.01%
184
675
$12K ﹤0.01%
72
25 26
27
28 29