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
1001
$2K ﹤0.01%
+151
1002
$2K ﹤0.01%
+39
1003
$2K ﹤0.01%
46
+21
1004
$2K ﹤0.01%
+41
1005
$2K ﹤0.01%
+76
1006
$2K ﹤0.01%
+3
1007
$2K ﹤0.01%
20
1008
$2K ﹤0.01%
+30
1009
$2K ﹤0.01%
+65
1010
$2K ﹤0.01%
+36
1011
$2K ﹤0.01%
+31
1012
$2K ﹤0.01%
+103
1013
$2K ﹤0.01%
+36
1014
$2K ﹤0.01%
+23
1015
$2K ﹤0.01%
60
+21
1016
$2K ﹤0.01%
+180
1017
$2K ﹤0.01%
103
-11
1018
$2K ﹤0.01%
+77
1019
$2K ﹤0.01%
+13
1020
$2K ﹤0.01%
+60
1021
$2K ﹤0.01%
+89
1022
$2K ﹤0.01%
13
1023
$2K ﹤0.01%
+34
1024
$2K ﹤0.01%
+45
1025
$2K ﹤0.01%
+35
39 40
41
42 43