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
376
$62.4K 0.01%
504
-120
377
$62.1K 0.01%
1,096
-24
378
$61.9K 0.01%
491
-84
379
$61.8K 0.01%
356
-31
380
$61.6K 0.01%
965
-56
381
$61.4K 0.01%
1,516
+60
382
$60.6K 0.01%
519
-7
383
$60.6K 0.01%
330
-15
384
$59.1K 0.01%
252
-1
385
$58.5K ﹤0.01%
137
386
$58.4K ﹤0.01%
159
-17
387
$58K ﹤0.01%
438
-6
388
$57.7K ﹤0.01%
190
389
$57.3K ﹤0.01%
23
-1
390
$56.7K ﹤0.01%
1,392
-2
391
$56.4K ﹤0.01%
466
-18
392
$55.9K ﹤0.01%
1,119
-22
393
$54.5K ﹤0.01%
914
-15
394
$53.3K ﹤0.01%
514
-6
395
$53.1K ﹤0.01%
276
+22
396
$52.9K ﹤0.01%
234
-6
397
$52.7K ﹤0.01%
1,012
398
$51.9K ﹤0.01%
229
-8
399
$51.3K ﹤0.01%
268
-180
400
$50.7K ﹤0.01%
532
-3
14 15
16
17 18