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
901
$7K ﹤0.01%
+196
902
$6K ﹤0.01%
+121
903
$6K ﹤0.01%
+14
904
$6K ﹤0.01%
715
+353
905
$6K ﹤0.01%
65
906
$6K ﹤0.01%
+97
907
$6K ﹤0.01%
158
+141
908
$6K ﹤0.01%
+158
909
$6K ﹤0.01%
53
+37
910
$6K ﹤0.01%
+124
911
$6K ﹤0.01%
+36
912
$6K ﹤0.01%
+76
913
$6K ﹤0.01%
1,000
+950
914
$6K ﹤0.01%
61
+32
915
$6K ﹤0.01%
+177
916
$6K ﹤0.01%
+335
917
$6K ﹤0.01%
+276
918
$6K ﹤0.01%
+33
919
$6K ﹤0.01%
341
+191
920
$6K ﹤0.01%
161
+81
921
$6K ﹤0.01%
+169
922
$6K ﹤0.01%
+334
923
$6K ﹤0.01%
156
+134
924
$6K ﹤0.01%
204
+152
925
$5K ﹤0.01%
+136
35 36
37
38 39