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
351
$85.1K 0.01%
821
+26
352
$85K 0.01%
227
353
$84.9K 0.01%
528
-30
354
$84K 0.01%
938
-32
355
$83.2K 0.01%
1,021
+5
356
$83K 0.01%
1,473
+660
357
$83K 0.01%
1,689
+729
358
$79.9K 0.01%
606
-707
359
$77.3K 0.01%
168
-192
360
$76.3K 0.01%
403
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361
$75.8K 0.01%
1,317
+334
362
$71.7K 0.01%
1,443
-657
363
$71.5K 0.01%
1,024
-42
364
$70.3K 0.01%
3,905
-110
365
$68.1K 0.01%
211
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$67.3K 0.01%
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478
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368
$66.7K 0.01%
3,876
-24
369
$65.2K 0.01%
691
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370
$64.6K 0.01%
472
-20
371
$64.6K 0.01%
196
372
$64.3K 0.01%
2,000
373
$63.2K 0.01%
1,497
-294
374
$62.9K 0.01%
286
-66
375
$62.5K 0.01%
515
-19
13 14
15
16 17