ZB

Zions Bancorporation Portfolio holdings

AUM $1.59B
1-Year Est. Return 19.92%
This Fund
S&P 500
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
951
$1K ﹤0.01%
72
-30
952
$1K ﹤0.01%
8
953
$1K ﹤0.01%
64
954
$1K ﹤0.01%
34
955
$1K ﹤0.01%
52
956
$1K ﹤0.01%
224
-2,724
957
$1K ﹤0.01%
4
958
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959
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9
960
$1K ﹤0.01%
18
961
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+6
962
$1K ﹤0.01%
13
963
$1K ﹤0.01%
34
964
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965
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966
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3
967
$1K ﹤0.01%
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968
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969
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970
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971
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972
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25
973
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974
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10
975
$1K ﹤0.01%
117
37 38
39
40 41