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
451
$13K ﹤0.01%
410
-5
452
$13K ﹤0.01%
118
453
$12K ﹤0.01%
+400
454
$12K ﹤0.01%
389
455
$12K ﹤0.01%
1,765
-92
456
$12K ﹤0.01%
260
+59
457
$12K ﹤0.01%
216
+19
458
$12K ﹤0.01%
342
459
$12K ﹤0.01%
77
-25
460
$12K ﹤0.01%
182
+48
461
$12K ﹤0.01%
180
462
$12K ﹤0.01%
79
463
$11K ﹤0.01%
197
464
$11K ﹤0.01%
280
465
$11K ﹤0.01%
371
+52
466
$11K ﹤0.01%
300
467
$11K ﹤0.01%
314
+15
468
$10K ﹤0.01%
81
469
$10K ﹤0.01%
211
-62
470
$10K ﹤0.01%
9
-2
471
$10K ﹤0.01%
367
472
$10K ﹤0.01%
258
+81
473
$10K ﹤0.01%
1,192
+263
474
$10K ﹤0.01%
428
475
$9K ﹤0.01%
390
17 18
19
20 21