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
176
$396K 0.06%
1,264
+1,218
177
$396K 0.06%
7,637
+7,218
178
$395K 0.06%
7,599
+245
179
$394K 0.06%
9,008
+8,942
180
$390K 0.06%
6,063
+1,017
181
$389K 0.06%
21,504
+14,130
182
$389K 0.06%
14,760
183
$385K 0.06%
21,210
+19,700
184
$385K 0.06%
+6,943
185
$384K 0.06%
3,375
+205
186
$381K 0.05%
3,184
+491
187
$379K 0.05%
3,174
+3,138
188
$378K 0.05%
13,793
189
$373K 0.05%
2,922
+287
190
$370K 0.05%
5,734
+5,692
191
$369K 0.05%
2,474
+2,415
192
$362K 0.05%
4,622
+522
193
$357K 0.05%
5,212
194
$349K 0.05%
6,973
+3,272
195
$344K 0.05%
+1,810
196
$343K 0.05%
7,291
-5,522
197
$342K 0.05%
6,159
+5,541
198
$339K 0.05%
1,309
+1,292
199
$336K 0.05%
4,619
+4,226
200
$329K 0.05%
5,192
6 7
8
9 10