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
201
$329K 0.05%
6,202
+5,802
202
$328K 0.05%
7,334
+6,887
203
$324K 0.05%
2,327
+2,296
204
$323K 0.05%
8,405
+6,229
205
$313K 0.05%
+5,559
206
$305K 0.04%
5,676
+4,942
207
$303K 0.04%
3,070
+2,393
208
$294K 0.04%
469
+463
209
$292K 0.04%
3,528
+769
210
$289K 0.04%
2,642
+1,620
211
$284K 0.04%
1,694
+290
212
$283K 0.04%
+6,810
213
$282K 0.04%
+2,998
214
$280K 0.04%
2,536
+2,526
215
$279K 0.04%
+5,767
216
$279K 0.04%
11,907
+4,918
217
$277K 0.04%
10,330
+10,250
218
$277K 0.04%
3,750
+284
219
$276K 0.04%
9,225
+2,143
220
$269K 0.04%
823
221
$269K 0.04%
+5,098
222
$269K 0.04%
1,713
+691
223
$268K 0.04%
3,455
-15,385
224
$265K 0.04%
3,444
-528
225
$262K 0.04%
1,461
+1,449
7 8
9
10 11