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
901
$2K ﹤0.01%
36
902
$2K ﹤0.01%
55
+28
903
$2K ﹤0.01%
38
904
$2K ﹤0.01%
65
905
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24
906
$2K ﹤0.01%
3
907
$1K ﹤0.01%
39
-37
908
$1K ﹤0.01%
+9
909
$1K ﹤0.01%
35
910
$1K ﹤0.01%
+19
911
$1K ﹤0.01%
+13
912
$1K ﹤0.01%
16
913
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41
914
$1K ﹤0.01%
23
915
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5
916
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10
917
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131
-93
918
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139
919
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24
920
$1K ﹤0.01%
13
921
$1K ﹤0.01%
68
-1,652
922
$1K ﹤0.01%
21
923
$1K ﹤0.01%
29
924
$1K ﹤0.01%
16
925
$1K ﹤0.01%
+65
35 36
37
38 39