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
326
$152K 0.01%
3,580
-20
327
$150K 0.01%
5,002
+2,292
328
$142K 0.01%
6,000
329
$137K 0.01%
1,257
+5
330
$136K 0.01%
306
-280
331
$135K 0.01%
1,888
-2,431
332
$133K 0.01%
2,920
333
$131K 0.01%
705
+23
334
$130K 0.01%
1,694
335
$124K 0.01%
1,376
-10
336
$123K 0.01%
820
-1,243
337
$122K 0.01%
1,391
+60
338
$121K 0.01%
1,632
-31
339
$121K 0.01%
1,239
+4
340
$117K 0.01%
768
341
$115K 0.01%
1,135
-77
342
$113K 0.01%
964
+3
343
$107K 0.01%
770
-47
344
$107K 0.01%
435
-4
345
$101K 0.01%
383
-8
346
$96.2K 0.01%
3,044
-261
347
$95.9K 0.01%
1,186
+14
348
$91.7K 0.01%
276
-5
349
$91K 0.01%
3,368
350
$89.1K 0.01%
33
-1
12 13
14
15 16