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
426
$37.7K ﹤0.01%
1,228
-76
427
$37.7K ﹤0.01%
237
-18,490
428
$37.6K ﹤0.01%
398
-6
429
$37.5K ﹤0.01%
1,439
+471
430
$37.4K ﹤0.01%
52
431
$37.1K ﹤0.01%
2,451
+477
432
$37.1K ﹤0.01%
321
433
$36.8K ﹤0.01%
1,405
+191
434
$36.4K ﹤0.01%
380
-388
435
$35.7K ﹤0.01%
565
-32
436
$35.2K ﹤0.01%
787
-12
437
$35.1K ﹤0.01%
747
-41
438
$34.9K ﹤0.01%
771
-282
439
$34.9K ﹤0.01%
243
-765
440
$34.8K ﹤0.01%
308
-18
441
$34.4K ﹤0.01%
168
-11
442
$34.2K ﹤0.01%
183
443
$33.9K ﹤0.01%
151
-922
444
$33.9K ﹤0.01%
954
+61
445
$33.6K ﹤0.01%
149
446
$33.4K ﹤0.01%
1,242
-55
447
$33.1K ﹤0.01%
1,635
-36
448
$32.7K ﹤0.01%
991
+5
449
$32.6K ﹤0.01%
100
450
$32.3K ﹤0.01%
233
-4
16 17
18
19 20