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
$694M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1 +$4.21M
2 +$2.38M
3 +$2.34M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.2M
5
VZ icon
Verizon
VZ
+$2.06M

Top Sells

1 +$6.63M
2 +$6.18M
3 +$5.53M
4
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$3.98M
5
XOM icon
Exxon Mobil
XOM
+$3.14M

Sector Composition

1 Energy 10.7%
2 Healthcare 6.13%
3 Technology 4.58%
4 Industrials 4.13%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$9K ﹤0.01%
280
+49
852
$9K ﹤0.01%
+390
853
$9K ﹤0.01%
+180
854
$9K ﹤0.01%
51
855
$9K ﹤0.01%
+201
856
$9K ﹤0.01%
+172
857
$9K ﹤0.01%
160
-353
858
$9K ﹤0.01%
319
+260
859
$9K ﹤0.01%
197
+192
860
$9K ﹤0.01%
+79
861
$9K ﹤0.01%
+264
862
$9K ﹤0.01%
617
+539
863
$9K ﹤0.01%
516
+449
864
$9K ﹤0.01%
177
+87
865
$9K ﹤0.01%
929
+660
866
$9K ﹤0.01%
428
+319
867
$8K ﹤0.01%
323
+263
868
$8K ﹤0.01%
197
+121
869
$8K ﹤0.01%
+409
870
$8K ﹤0.01%
+238
871
$8K ﹤0.01%
+59
872
$8K ﹤0.01%
+56
873
$8K ﹤0.01%
81
874
$8K ﹤0.01%
64
+55
875
$8K ﹤0.01%
213