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
676
$27K ﹤0.01%
1,163
+668
677
$26K ﹤0.01%
428
+164
678
$26K ﹤0.01%
461
+66
679
$26K ﹤0.01%
1,192
+919
680
$26K ﹤0.01%
494
+329
681
$25K ﹤0.01%
491
-200
682
$25K ﹤0.01%
391
+287
683
$25K ﹤0.01%
422
+318
684
$25K ﹤0.01%
1,360
+860
685
$25K ﹤0.01%
1,231
+1,095
686
$25K ﹤0.01%
274
+231
687
$25K ﹤0.01%
175
688
$25K ﹤0.01%
+2,460
689
$25K ﹤0.01%
842
+835
690
$25K ﹤0.01%
407
+341
691
$24K ﹤0.01%
490
+379
692
$24K ﹤0.01%
305
+258
693
$24K ﹤0.01%
1,303
+1,098
694
$24K ﹤0.01%
+433
695
$24K ﹤0.01%
220
696
$24K ﹤0.01%
378
+289
697
$24K ﹤0.01%
530
+523
698
$24K ﹤0.01%
174
+155
699
$24K ﹤0.01%
+135
700
$24K ﹤0.01%
336
+281
26 27
28
29 30