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
251
$88K 0.02%
3,642
+150
252
$88K 0.02%
+2,045
253
$87K 0.01%
1,244
-641
254
$87K 0.01%
6,151
-3,017
255
$86K 0.01%
748
-25
256
$86K 0.01%
3,395
-1,735
257
$85K 0.01%
1,763
-909
258
$85K 0.01%
952
+34
259
$84K 0.01%
11,506
+14
260
$84K 0.01%
1,025
-5
261
$84K 0.01%
4,049
-2,154
262
$84K 0.01%
+1,595
263
$83K 0.01%
1,737
-876
264
$83K 0.01%
4,872
-952
265
$83K 0.01%
3,385
+81
266
$83K 0.01%
2,090
+415
267
$82K 0.01%
2,595
-2
268
$82K 0.01%
2,801
+130
269
$82K 0.01%
527
270
$81K 0.01%
555
-596
271
$81K 0.01%
1,003
-526
272
$80K 0.01%
4,977
+4,792
273
$80K 0.01%
624
+60
274
$79K 0.01%
2,024
-1,039
275
$79K 0.01%
2,836
-1,427
9 10
11
12 13