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
401
$48.9K ﹤0.01%
2,400
402
$48.9K ﹤0.01%
605
-8
403
$47.4K ﹤0.01%
423
+3
404
$46.9K ﹤0.01%
229
-31
405
$46.2K ﹤0.01%
806
406
$46K ﹤0.01%
130
-4
407
$45.9K ﹤0.01%
340
+12
408
$45.6K ﹤0.01%
643
+11
409
$45K ﹤0.01%
158
410
$43.7K ﹤0.01%
363
-2,040
411
$42.8K ﹤0.01%
747
+2
412
$42.2K ﹤0.01%
478
+166
413
$42K ﹤0.01%
129
-6
414
$41.8K ﹤0.01%
1,816
+58
415
$41.7K ﹤0.01%
190
-10
416
$40.6K ﹤0.01%
728
417
$40.4K ﹤0.01%
691
+3
418
$40.2K ﹤0.01%
581
-40
419
$39.3K ﹤0.01%
602
-1
420
$38.9K ﹤0.01%
1,069
-547
421
$38.7K ﹤0.01%
405
422
$38.5K ﹤0.01%
4,899
-997
423
$38.5K ﹤0.01%
870
-5
424
$37.8K ﹤0.01%
491
-88
425
$37.8K ﹤0.01%
330
-628
15 16
17
18 19