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
776
$6K ﹤0.01%
+176
777
$6K ﹤0.01%
132
778
$6K ﹤0.01%
413
-246
779
$5K ﹤0.01%
972
+46
780
$5K ﹤0.01%
109
+17
781
$5K ﹤0.01%
122
782
$5K ﹤0.01%
38
783
$5K ﹤0.01%
44
784
$5K ﹤0.01%
193
+29
785
$5K ﹤0.01%
931
-414
786
$5K ﹤0.01%
385
-45
787
$5K ﹤0.01%
203
788
$5K ﹤0.01%
60
-73
789
$5K ﹤0.01%
79
-68
790
$5K ﹤0.01%
59
791
$5K ﹤0.01%
271
792
$5K ﹤0.01%
+113
793
$5K ﹤0.01%
240
794
$5K ﹤0.01%
70
-25
795
$5K ﹤0.01%
144
796
$5K ﹤0.01%
94
797
$5K ﹤0.01%
115
+32
798
$5K ﹤0.01%
168
799
$5K ﹤0.01%
458
-1,568
800
$5K ﹤0.01%
77
+21
30 31
32
33 34