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
501
$23.4K ﹤0.01%
3,817
502
$23.3K ﹤0.01%
551
+140
503
$23.2K ﹤0.01%
739
504
$23.2K ﹤0.01%
796
-999
505
$22.9K ﹤0.01%
369
506
$22.8K ﹤0.01%
887
-122
507
$22.8K ﹤0.01%
220
508
$22.8K ﹤0.01%
2,964
+327
509
$22.7K ﹤0.01%
207
-21
510
$22.6K ﹤0.01%
207
-754
511
$22.6K ﹤0.01%
135
-13
512
$22.4K ﹤0.01%
520
+78
513
$22.1K ﹤0.01%
67
-4
514
$21.2K ﹤0.01%
62
515
$21.1K ﹤0.01%
2,110
+294
516
$20.8K ﹤0.01%
468
-31
517
$20.7K ﹤0.01%
229
+3
518
$20.7K ﹤0.01%
43
-135
519
$20.6K ﹤0.01%
100
520
$20.1K ﹤0.01%
175
+11
521
$20K ﹤0.01%
200
-1
522
$20K ﹤0.01%
45
523
$19.8K ﹤0.01%
234
-15
524
$19.8K ﹤0.01%
478
525
$19.6K ﹤0.01%
108
-9
19 20
21
22 23