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
851
$3K ﹤0.01%
22
852
$3K ﹤0.01%
31
853
$3K ﹤0.01%
66
-58
854
$3K ﹤0.01%
138
855
$3K ﹤0.01%
74
856
$3K ﹤0.01%
84
857
$3K ﹤0.01%
35
858
$3K ﹤0.01%
24
859
$3K ﹤0.01%
216
-15
860
$2K ﹤0.01%
74
861
$2K ﹤0.01%
373
-2,967
862
$2K ﹤0.01%
103
+37
863
$2K ﹤0.01%
30
864
$2K ﹤0.01%
48
865
$2K ﹤0.01%
30
866
$2K ﹤0.01%
64
-28
867
$2K ﹤0.01%
173
-96
868
$2K ﹤0.01%
64
869
$2K ﹤0.01%
17
870
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16
+8
871
$2K ﹤0.01%
151
-227
872
$2K ﹤0.01%
44
873
$2K ﹤0.01%
45
874
$2K ﹤0.01%
26
875
$2K ﹤0.01%
26
33 34
35
36 37