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
926
$5K ﹤0.01%
+217
927
$5K ﹤0.01%
358
+173
928
$5K ﹤0.01%
+78
929
$5K ﹤0.01%
+117
930
$5K ﹤0.01%
111
+83
931
$5K ﹤0.01%
+148
932
$5K ﹤0.01%
210
+76
933
$5K ﹤0.01%
+50
934
$5K ﹤0.01%
101
+72
935
$5K ﹤0.01%
+146
936
$5K ﹤0.01%
+40
937
$5K ﹤0.01%
+385
938
$5K ﹤0.01%
+210
939
$5K ﹤0.01%
98
940
$5K ﹤0.01%
148
+48
941
$5K ﹤0.01%
89
+55
942
$4K ﹤0.01%
+92
943
$4K ﹤0.01%
1,200
944
$4K ﹤0.01%
109
+72
945
$4K ﹤0.01%
+58
946
$4K ﹤0.01%
+616
947
$4K ﹤0.01%
109
+51
948
$4K ﹤0.01%
+78
949
$4K ﹤0.01%
84
+19
950
$4K ﹤0.01%
+154
36 37
38
39 40