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
26
$6.21M 0.53%
88,431
-11,900
27
$5.99M 0.51%
163,181
+18,516
28
$5.98M 0.51%
52,527
-708
29
$5.78M 0.49%
45,909
-1,064
30
$5.77M 0.49%
41,772
-518
31
$5.63M 0.48%
108,753
+13,596
32
$5.61M 0.47%
41,637
-7,418
33
$5.57M 0.47%
137,866
+19,166
34
$5.48M 0.46%
124,370
-8,960
35
$5.4M 0.46%
64,080
+9,177
36
$5.32M 0.45%
101,984
+16,056
37
$5.23M 0.44%
40,916
-7,244
38
$5.14M 0.43%
27,337
-2,084
39
$4.89M 0.41%
6,199
-541
40
$4.76M 0.4%
88,225
+17,805
41
$4.71M 0.4%
155,306
-3,447
42
$4.68M 0.4%
85,973
-31,182
43
$4.34M 0.37%
11,745
44
$4.31M 0.36%
9,717
+560
45
$4.3M 0.36%
130,091
+17,462
46
$4.26M 0.36%
395,039
-4,316
47
$4.11M 0.35%
19,474
+377
48
$4.08M 0.34%
14,831
-2,009
49
$3.91M 0.33%
117,842
-116,048
50
$3.89M 0.33%
13,750
-2,989
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