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
826
$4K ﹤0.01%
219
-5
827
$3K ﹤0.01%
+39
828
$3K ﹤0.01%
+32
829
$3K ﹤0.01%
76
830
$3K ﹤0.01%
149
831
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78
-180
832
$3K ﹤0.01%
86
+34
833
$3K ﹤0.01%
14
834
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+127
835
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71
+2
836
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58
+8
837
$3K ﹤0.01%
37
838
$3K ﹤0.01%
639
839
$3K ﹤0.01%
87
840
$3K ﹤0.01%
132
841
$3K ﹤0.01%
82
842
$3K ﹤0.01%
163
843
$3K ﹤0.01%
103
844
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134
845
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131
-479
846
$3K ﹤0.01%
34
-27
847
$3K ﹤0.01%
19
848
$3K ﹤0.01%
75
849
$3K ﹤0.01%
180
850
$3K ﹤0.01%
66
32 33
34
35 36