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
176
$268K 0.04%
+2,699
177
$267K 0.04%
1,342
+4
178
$263K 0.04%
3,239
-465
179
$263K 0.04%
4,377
+18
180
$263K 0.04%
6,805
-6,345
181
$263K 0.04%
1,546
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182
$261K 0.04%
5,612
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183
$259K 0.04%
3,354
+173
184
$259K 0.04%
6,452
+22
185
$259K 0.04%
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186
$258K 0.04%
2,191
+104
187
$257K 0.04%
978
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188
$255K 0.04%
2,024
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189
$254K 0.04%
2,617
+683
190
$253K 0.04%
4,144
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191
$250K 0.04%
4,390
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192
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5,588
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193
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3,195
194
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3,300
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195
$248K 0.04%
7,314
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196
$247K 0.04%
2,073
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197
$245K 0.04%
4,400
+191
198
$244K 0.04%
2,451
+1
199
$244K 0.04%
3,394
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200
$243K 0.03%
6,388
+1,772
6 7
8
9 10