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
126
$434K 0.06%
2,117
-22
127
$433K 0.06%
2,003
-20
128
$431K 0.06%
10,478
129
$423K 0.06%
+14,512
130
$421K 0.06%
2,085
+13
131
$418K 0.06%
+9,372
132
$417K 0.06%
7,592
+429
133
$414K 0.06%
2,688
-51
134
$412K 0.06%
22,800
+85
135
$400K 0.06%
14,004
-820
136
$391K 0.06%
4,276
-255
137
$380K 0.05%
3,994
+142
138
$374K 0.05%
1,810
+7
139
$369K 0.05%
2,052
-30
140
$367K 0.05%
2,001
-102
141
$364K 0.05%
1,891
-306
142
$364K 0.05%
3,521
+27
143
$361K 0.05%
1,619
+8
144
$358K 0.05%
2,455
-22
145
$350K 0.05%
2,521
-9,103
146
$347K 0.05%
3,786
+17
147
$347K 0.05%
8,608
-11,002
148
$346K 0.05%
3,982
-15
149
$338K 0.05%
1,139
+49
150
$335K 0.05%
2,195
+9
4 5
6
7 8