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
$1.18B
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
923
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$2.54M
3
+$1.62M
4
LYB icon
LyondellBasell Industries
LYB
+$1.59M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.38M

Top Sells

1
+$18.4M
2
+$4.29M
3
+$3.85M
4
AAPL icon
Apple
AAPL
+$3.53M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.3M

Sector Composition

1 Technology 11.94%
2 Healthcare 7.85%
3 Financials 5.22%
4 Industrials 4.28%
5 Consumer Staples 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$690K 0.06%
5,580
-424
227
$671K 0.06%
1,194
-271
228
$668K 0.06%
4,741
-1,303
229
$655K 0.06%
16,537
+1,227
230
$653K 0.06%
8,068
+5,314
231
$635K 0.05%
7,137
+3,091
232
$626K 0.05%
20,100
+179
233
$613K 0.05%
33,663
+1,656
234
$600K 0.05%
4,101
+32
235
$581K 0.05%
32,620
-6,707
236
$573K 0.05%
13,437
+2,369
237
$563K 0.05%
+8,669
238
$541K 0.05%
5,424
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239
$531K 0.04%
2,160
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240
$528K 0.04%
12,698
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241
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2,336
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243
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16,608
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244
$506K 0.04%
9,622
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245
$499K 0.04%
2,345
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246
$498K 0.04%
3,725
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247
$498K 0.04%
10,787
-4,400
248
$490K 0.04%
11,450
-5,800
249
$489K 0.04%
3,534
-1,141
250
$486K 0.04%
7,560
-630
8 9
10
11 12