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
401
$22K ﹤0.01%
239
+45
402
$22K ﹤0.01%
625
-3
403
$22K ﹤0.01%
947
404
$22K ﹤0.01%
1,169
405
$22K ﹤0.01%
195
406
$21K ﹤0.01%
+2,061
407
$21K ﹤0.01%
548
+460
408
$21K ﹤0.01%
375
-1,140
409
$21K ﹤0.01%
4,472
-359
410
$21K ﹤0.01%
1,305
+180
411
$21K ﹤0.01%
1,024
412
$20K ﹤0.01%
861
413
$20K ﹤0.01%
264
+26
414
$20K ﹤0.01%
2,171
+119
415
$20K ﹤0.01%
1,152
+57
416
$19K ﹤0.01%
619
417
$19K ﹤0.01%
262
418
$18K ﹤0.01%
608
419
$18K ﹤0.01%
450
+114
420
$18K ﹤0.01%
495
-32
421
$17K ﹤0.01%
295
+115
422
$17K ﹤0.01%
320
+123
423
$17K ﹤0.01%
1,155
424
$17K ﹤0.01%
244
425
$17K ﹤0.01%
165
15 16
17
18 19