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
476
$9K ﹤0.01%
59
477
$9K ﹤0.01%
205
478
$9K ﹤0.01%
154
-530
479
$9K ﹤0.01%
108
-4
480
$9K ﹤0.01%
213
481
$9K ﹤0.01%
10
482
$9K ﹤0.01%
237
-186
483
$8K ﹤0.01%
124
484
$8K ﹤0.01%
417
+336
485
$8K ﹤0.01%
197
+36
486
$8K ﹤0.01%
113
487
$8K ﹤0.01%
367
488
$7K ﹤0.01%
76
489
$7K ﹤0.01%
85
-258
490
$7K ﹤0.01%
55
491
$7K ﹤0.01%
1,677
+15
492
$7K ﹤0.01%
121
493
$7K ﹤0.01%
74
+24
494
$7K ﹤0.01%
11
-458
495
$7K ﹤0.01%
215
-396
496
$7K ﹤0.01%
69
497
$7K ﹤0.01%
204
498
$7K ﹤0.01%
176
499
$7K ﹤0.01%
65
500
$7K ﹤0.01%
2,106
18 19
20
21 22