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
151
$329K 0.05%
841
+10
152
$328K 0.05%
7,056
-72
153
$328K 0.05%
3,683
+78
154
$324K 0.05%
3,536
+15
155
$323K 0.05%
4,890
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156
$323K 0.05%
18,552
157
$321K 0.05%
+2,950
158
$320K 0.05%
2,215
+9
159
$316K 0.05%
5,330
-80
160
$316K 0.05%
6,456
+108
161
$312K 0.04%
+1
162
$309K 0.04%
7,386
-68
163
$307K 0.04%
3,802
-3,160
164
$307K 0.04%
2,317
-104
165
$305K 0.04%
3,784
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166
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3,664
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167
$295K 0.04%
17,550
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168
$295K 0.04%
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169
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170
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3,194
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171
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1,779
+117
172
$282K 0.04%
4,864
-6,616
173
$278K 0.04%
1,681
+104
174
$272K 0.04%
2,337
175
$270K 0.04%
4,033
+163
5 6
7
8 9