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
301
$222K 0.02%
634
-21
302
$216K 0.02%
2,858
-69
303
$216K 0.02%
570
-359
304
$213K 0.02%
1,392
+3
305
$209K 0.02%
950
306
$205K 0.02%
2,000
307
$200K 0.02%
+4,992
308
$200K 0.02%
3,476
-26
309
$199K 0.02%
23,907
310
$198K 0.02%
4,335
+786
311
$183K 0.02%
2,941
-62
312
$180K 0.02%
3,188
-104
313
$180K 0.02%
2,669
-9
314
$178K 0.02%
720
-95
315
$178K 0.02%
1,237
-624
316
$174K 0.01%
+3,330
317
$174K 0.01%
1,193
-1,482
318
$172K 0.01%
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319
$172K 0.01%
2,782
320
$170K 0.01%
493
-1
321
$167K 0.01%
3,139
+1,083
322
$167K 0.01%
1,496
323
$165K 0.01%
239
-42
324
$155K 0.01%
7,501
-4,220
325
$155K 0.01%
748
-12
11 12
13
14 15