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
251
$483K 0.04%
10,915
+1,705
252
$472K 0.04%
12,564
-943
253
$445K 0.04%
1,778
+113
254
$440K 0.04%
3,045
-1,431
255
$440K 0.04%
6,068
+5,700
256
$439K 0.04%
16,343
257
$438K 0.04%
14,949
+905
258
$434K 0.04%
1,071
-499
259
$428K 0.04%
3,596
-1,440
260
$420K 0.04%
8,184
-9,700
261
$413K 0.03%
1,173
-11
262
$385K 0.03%
9,896
+861
263
$383K 0.03%
4,490
-26
264
$379K 0.03%
1,349
-2
265
$358K 0.03%
+9,817
266
$357K 0.03%
21,095
+56
267
$346K 0.03%
3,040
+2,175
268
$337K 0.03%
8,421
+25
269
$336K 0.03%
717
-73
270
$331K 0.03%
6,321
-84
271
$326K 0.03%
836
-101
272
$324K 0.03%
7,458
-1,025
273
$319K 0.03%
18,436
+40
274
$316K 0.03%
36,773
+2,171
275
$315K 0.03%
1,492
+1,012
9 10
11
12 13