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
476
$27.9K ﹤0.01%
145
-614
477
$27.8K ﹤0.01%
120
-3
478
$27.7K ﹤0.01%
650
-54
479
$27.7K ﹤0.01%
228
480
$27.1K ﹤0.01%
182
+84
481
$26.6K ﹤0.01%
234
-23,935
482
$26.4K ﹤0.01%
250
483
$26.3K ﹤0.01%
178
+7
484
$26.2K ﹤0.01%
465
485
$26.2K ﹤0.01%
160
+28
486
$26.2K ﹤0.01%
385
+7
487
$25.8K ﹤0.01%
105
-9
488
$25.8K ﹤0.01%
120
-410
489
$25.6K ﹤0.01%
396
+10
490
$25.5K ﹤0.01%
210
-29
491
$25.5K ﹤0.01%
219
+31
492
$25.3K ﹤0.01%
462
-181
493
$25.2K ﹤0.01%
6,802
-654
494
$25.1K ﹤0.01%
311
+10
495
$25K ﹤0.01%
190
-853
496
$24.5K ﹤0.01%
1,822
-160
497
$24.2K ﹤0.01%
550
498
$23.7K ﹤0.01%
615
-2,076
499
$23.6K ﹤0.01%
2,064
500
$23.4K ﹤0.01%
158
-30
18 19
20
21 22