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
801
$5K ﹤0.01%
+202
802
$4K ﹤0.01%
98
803
$4K ﹤0.01%
+89
804
$4K ﹤0.01%
3
805
$4K ﹤0.01%
58
806
$4K ﹤0.01%
88
+19
807
$4K ﹤0.01%
525
+104
808
$4K ﹤0.01%
39
809
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84
810
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231
811
$4K ﹤0.01%
105
-23
812
$4K ﹤0.01%
105
813
$4K ﹤0.01%
20
814
$4K ﹤0.01%
63
815
$4K ﹤0.01%
3
816
$4K ﹤0.01%
292
817
$4K ﹤0.01%
132
818
$4K ﹤0.01%
1
819
$4K ﹤0.01%
189
820
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33
-20
821
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41
822
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823
$4K ﹤0.01%
139
824
$4K ﹤0.01%
618
825
$4K ﹤0.01%
130
+2
31 32
33
34 35