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
451
$31.6K ﹤0.01%
152
452
$31.6K ﹤0.01%
1,005
+14
453
$31.5K ﹤0.01%
386
+1
454
$31.3K ﹤0.01%
215
455
$31.3K ﹤0.01%
151
-5
456
$31.3K ﹤0.01%
532
-45
457
$31.1K ﹤0.01%
281
-2
458
$31.1K ﹤0.01%
290
-110
459
$30.8K ﹤0.01%
26
460
$30.6K ﹤0.01%
853
461
$30.4K ﹤0.01%
1,665
-30
462
$30.2K ﹤0.01%
166
+10
463
$30K ﹤0.01%
426
-12
464
$29.8K ﹤0.01%
367
465
$29.8K ﹤0.01%
440
+6
466
$29.6K ﹤0.01%
405
-7
467
$29.5K ﹤0.01%
350
-1,137
468
$29K ﹤0.01%
435
-69
469
$28.9K ﹤0.01%
223
-2
470
$28.7K ﹤0.01%
2,721
471
$28.3K ﹤0.01%
180
-58
472
$28.3K ﹤0.01%
97
-5
473
$28.3K ﹤0.01%
338
-7
474
$28.3K ﹤0.01%
313
+7
475
$28.1K ﹤0.01%
168
-328
17 18
19
20 21