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
701
$24K ﹤0.01%
477
+440
702
$24K ﹤0.01%
350
-475
703
$24K ﹤0.01%
706
+456
704
$24K ﹤0.01%
+260
705
$23K ﹤0.01%
245
706
$23K ﹤0.01%
+710
707
$23K ﹤0.01%
1,445
+932
708
$23K ﹤0.01%
668
709
$23K ﹤0.01%
656
+485
710
$23K ﹤0.01%
+547
711
$23K ﹤0.01%
+725
712
$23K ﹤0.01%
1,779
713
$23K ﹤0.01%
+1,237
714
$23K ﹤0.01%
1,321
+1,000
715
$22K ﹤0.01%
152
+139
716
$22K ﹤0.01%
243
+207
717
$22K ﹤0.01%
433
+345
718
$22K ﹤0.01%
919
+880
719
$22K ﹤0.01%
182
+157
720
$22K ﹤0.01%
+486
721
$22K ﹤0.01%
374
+305
722
$22K ﹤0.01%
+527
723
$21K ﹤0.01%
625
+603
724
$21K ﹤0.01%
2,052
725
$21K ﹤0.01%
680
+450
27 28
29
30 31