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
376
$29K 0.01%
249
377
$28K ﹤0.01%
960
378
$28K ﹤0.01%
421
+30
379
$28K ﹤0.01%
302
+90
380
$27K ﹤0.01%
205
-10
381
$27K ﹤0.01%
1,192
382
$27K ﹤0.01%
305
383
$27K ﹤0.01%
274
384
$27K ﹤0.01%
378
385
$27K ﹤0.01%
336
386
$27K ﹤0.01%
1,163
387
$26K ﹤0.01%
773
+63
388
$26K ﹤0.01%
1,325
+22
389
$26K ﹤0.01%
2,460
390
$26K ﹤0.01%
1,245
-75
391
$24K ﹤0.01%
2,254
-208
392
$24K ﹤0.01%
+395
393
$24K ﹤0.01%
625
394
$24K ﹤0.01%
433
395
$24K ﹤0.01%
160
396
$24K ﹤0.01%
268
+34
397
$24K ﹤0.01%
260
398
$23K ﹤0.01%
243
399
$23K ﹤0.01%
668
400
$22K ﹤0.01%
1,190
-47
14 15
16
17 18