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
$583M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.28M
3
+$3.07M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.03M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.64M

Top Sells

1
+$9.78M
2
+$5.92M
3
+$5.42M
4
VZ icon
Verizon
VZ
+$4.86M
5
ABBV icon
AbbVie
ABBV
+$3.47M

Sector Composition

1 Energy 10.62%
2 Consumer Staples 3.43%
3 Healthcare 3.2%
4 Technology 2.93%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$107K 0.02%
1,738
+717
227
$104K 0.02%
3,381
+596
228
$103K 0.02%
2,510
229
$101K 0.02%
1,979
+250
230
$101K 0.02%
878
-88
231
$99K 0.02%
878
+28
232
$98K 0.02%
2,200
233
$98K 0.02%
1,982
234
$98K 0.02%
4,030
-80
235
$98K 0.02%
1,500
236
$97K 0.02%
484
237
$96K 0.02%
1,335
+525
238
$96K 0.02%
1,171
239
$95K 0.02%
1,037
-105
240
$95K 0.02%
907
-4,823
241
$94K 0.02%
4,495
242
$93K 0.02%
6,836
+472
243
$93K 0.02%
6,354
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244
$92K 0.02%
6,871
245
$91K 0.02%
850
246
$89K 0.02%
600
247
$89K 0.02%
1,129
248
$88K 0.02%
2,540
-925
249
$88K 0.02%
2,248
+8
250
$88K 0.02%
1,775
8 9
10
11 12