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
276
$310K 0.03%
4,817
+427
277
$299K 0.03%
687
+29
278
$296K 0.03%
6,115
+6
279
$295K 0.02%
3,340
-26
280
$289K 0.02%
9,234
+22
281
$289K 0.02%
1,257
-105
282
$284K 0.02%
6,170
-1,248
283
$283K 0.02%
3,165
+455
284
$276K 0.02%
3,794
+864
285
$276K 0.02%
793
-125
286
$275K 0.02%
4,297
-162
287
$273K 0.02%
2,612
+163
288
$265K 0.02%
1,857
+1,548
289
$264K 0.02%
2,615
290
$257K 0.02%
4,753
+3,209
291
$256K 0.02%
1,472
+783
292
$254K 0.02%
7,440
+143
293
$250K 0.02%
2,140
+7
294
$246K 0.02%
3,855
-1,755
295
$241K 0.02%
3,995
+73
296
$240K 0.02%
478
-1
297
$237K 0.02%
530
-6
298
$231K 0.02%
4,407
299
$231K 0.02%
6,387
-25
300
$231K 0.02%
4,318
-8
10 11
12
13 14