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
26
$2.64M 0.45%
76,802
-8,467
27
$2.63M 0.45%
9,761
-2,049
28
$2.6M 0.45%
24,430
-5,845
29
$2.3M 0.4%
46,506
30
$2.3M 0.39%
51,317
-3,137
31
$2.3M 0.39%
50,006
-765
32
$2.24M 0.38%
31,381
+6,360
33
$2.19M 0.38%
20,519
-2,729
34
$2.08M 0.36%
39,500
-160
35
$2.08M 0.36%
8,339
+744
36
$2M 0.34%
33,042
-366
37
$1.73M 0.3%
20,583
+504
38
$1.67M 0.29%
14,738
-6,960
39
$1.65M 0.28%
11,248
+181
40
$1.59M 0.27%
26,865
+1,346
41
$1.58M 0.27%
19,535
+1,202
42
$1.55M 0.27%
12,157
+14
43
$1.48M 0.25%
17,715
-1,950
44
$1.44M 0.25%
37,515
-5,418
45
$1.41M 0.24%
7,423
-125
46
$1.4M 0.24%
12,590
-770
47
$1.4M 0.24%
80,000
48
$1.38M 0.24%
17,131
-3,869
49
$1.27M 0.22%
24,049
+4,119
50
$1.21M 0.21%
9,441
-8,351
1
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