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
751
$7K ﹤0.01%
400
752
$7K ﹤0.01%
+323
753
$7K ﹤0.01%
84
754
$7K ﹤0.01%
163
755
$7K ﹤0.01%
54
756
$7K ﹤0.01%
54
+3
757
$7K ﹤0.01%
106
+5
758
$7K ﹤0.01%
472
+28
759
$7K ﹤0.01%
90
760
$7K ﹤0.01%
86
761
$7K ﹤0.01%
81
762
$7K ﹤0.01%
148
763
$6K ﹤0.01%
221
-93
764
$6K ﹤0.01%
59
765
$6K ﹤0.01%
580
-156
766
$6K ﹤0.01%
53
767
$6K ﹤0.01%
336
-78
768
$6K ﹤0.01%
85
769
$6K ﹤0.01%
70
770
$6K ﹤0.01%
36
771
$6K ﹤0.01%
86
772
$6K ﹤0.01%
101
773
$6K ﹤0.01%
392
+73
774
$6K ﹤0.01%
363
+127
775
$6K ﹤0.01%
154
29 30
31
32 33