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
701
$11K ﹤0.01%
626
+436
702
$11K ﹤0.01%
301
+161
703
$10K ﹤0.01%
+66
704
$10K ﹤0.01%
183
705
$10K ﹤0.01%
158
706
$10K ﹤0.01%
153
+9
707
$10K ﹤0.01%
89
-6
708
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69
+14
709
$10K ﹤0.01%
200
710
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239
711
$10K ﹤0.01%
241
712
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72
713
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195
714
$10K ﹤0.01%
302
-48
715
$10K ﹤0.01%
249
+143
716
$10K ﹤0.01%
35
717
$10K ﹤0.01%
67
718
$9K ﹤0.01%
+2,338
719
$9K ﹤0.01%
227
+23
720
$9K ﹤0.01%
8
721
$9K ﹤0.01%
64
722
$9K ﹤0.01%
101
+9
723
$9K ﹤0.01%
102
724
$9K ﹤0.01%
217
725
$9K ﹤0.01%
33
27 28
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