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
501
$7K ﹤0.01%
293
-45
502
$6K ﹤0.01%
286
+69
503
$6K ﹤0.01%
78
504
$6K ﹤0.01%
33
505
$6K ﹤0.01%
715
506
$6K ﹤0.01%
65
507
$6K ﹤0.01%
169
508
$6K ﹤0.01%
334
509
$6K ﹤0.01%
98
510
$5K ﹤0.01%
39
-22
511
$5K ﹤0.01%
148
512
$5K ﹤0.01%
200
+51
513
$5K ﹤0.01%
151
514
$5K ﹤0.01%
165
515
$5K ﹤0.01%
171
-109
516
$5K ﹤0.01%
142
+89
517
$5K ﹤0.01%
222
+171
518
$4K ﹤0.01%
653
+37
519
$4K ﹤0.01%
78
-312
520
$4K ﹤0.01%
142
-114
521
$4K ﹤0.01%
58
522
$4K ﹤0.01%
55
523
$4K ﹤0.01%
109
524
$4K ﹤0.01%
148
525
$4K ﹤0.01%
74
-15
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