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
1026
$2K ﹤0.01%
+17
1027
$2K ﹤0.01%
+24
1028
$2K ﹤0.01%
53
+19
1029
$2K ﹤0.01%
61
+60
1030
$2K ﹤0.01%
+34
1031
$2K ﹤0.01%
144
+58
1032
$1K ﹤0.01%
+30
1033
$1K ﹤0.01%
+27
1034
$1K ﹤0.01%
+8
1035
$1K ﹤0.01%
+13
1036
$1K ﹤0.01%
+138
1037
$1K ﹤0.01%
+13
1038
$1K ﹤0.01%
+12
1039
$1K ﹤0.01%
+163
1040
$1K ﹤0.01%
+7
1041
$1K ﹤0.01%
+9
1042
$1K ﹤0.01%
+106
1043
$1K ﹤0.01%
+31
1044
$1K ﹤0.01%
+50
1045
$1K ﹤0.01%
10
1046
$1K ﹤0.01%
+34
1047
$1K ﹤0.01%
+81
1048
$1K ﹤0.01%
4
1049
$1K ﹤0.01%
+37
1050
$1K ﹤0.01%
+29
40 41
42
43 44