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
276
$78K 0.01%
1,640
+1,625
277
$78K 0.01%
1,324
-14,419
278
$78K 0.01%
3,782
-3,000
279
$77K 0.01%
2,238
-1,772
280
$77K 0.01%
3,287
-1,684
281
$76K 0.01%
+1,456
282
$76K 0.01%
612
-66
283
$75K 0.01%
35,970
-8,720
284
$75K 0.01%
2,649
-1,390
285
$74K 0.01%
5,443
+239
286
$74K 0.01%
600
287
$74K 0.01%
900
288
$74K 0.01%
2,145
289
$74K 0.01%
5,635
-2,955
290
$73K 0.01%
3,280
+240
291
$73K 0.01%
+1,902
292
$73K 0.01%
1,560
-806
293
$72K 0.01%
783
-405
294
$71K 0.01%
3,598
-1,880
295
$71K 0.01%
3,842
+90
296
$71K 0.01%
2,945
+295
297
$70K 0.01%
2,769
-1,421
298
$70K 0.01%
1,429
+52
299
$70K 0.01%
712
300
$69K 0.01%
10,754
-5,557
10 11
12
13 14