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
51
$1.24M 0.18%
4,581
-41
52
$1.16M 0.17%
5,356
+62
53
$1.15M 0.17%
3,886
-2,778
54
$1.15M 0.17%
8,842
-1,574
55
$1.13M 0.16%
8,097
-1,258
56
$1.1M 0.16%
55,183
+3,111
57
$1.08M 0.16%
19,622
+204
58
$1.06M 0.15%
7,177
+1,203
59
$1.06M 0.15%
3,644
+49
60
$1.03M 0.15%
7,380
+1,740
61
$1.02M 0.15%
29,037
+14,066
62
$1.02M 0.15%
22,859
+931
63
$987K 0.14%
4,982
-98
64
$982K 0.14%
6,916
-7,095
65
$973K 0.14%
7,812
+71
66
$962K 0.14%
21,626
67
$946K 0.14%
4,078
-27
68
$937K 0.13%
7,421
-1,473
69
$905K 0.13%
17,953
-655
70
$900K 0.13%
9,658
-55
71
$885K 0.13%
7,834
-833
72
$873K 0.13%
+4,197
73
$873K 0.13%
5,388
-811
74
$850K 0.12%
20,787
-10,907
75
$835K 0.12%
4,588
1 2
3
4 5