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
926
$1K ﹤0.01%
46
927
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14
928
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66
929
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60
930
$1K ﹤0.01%
14
931
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932
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30
933
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35
-117
934
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13
935
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62
936
$1K ﹤0.01%
21
937
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4
938
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939
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51
940
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47
941
$1K ﹤0.01%
37
-11
942
$1K ﹤0.01%
13
943
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31
944
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72
-30
945
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8
946
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947
$1K ﹤0.01%
34
948
$1K ﹤0.01%
52
949
$1K ﹤0.01%
224
-2,724
950
$1K ﹤0.01%
4
36 37
38
39 40