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
526
$4K ﹤0.01%
58
527
$4K ﹤0.01%
84
528
$4K ﹤0.01%
71
529
$4K ﹤0.01%
17
530
$4K ﹤0.01%
1
531
$3K ﹤0.01%
53
532
$3K ﹤0.01%
62
533
$3K ﹤0.01%
+14
534
$3K ﹤0.01%
39
535
$3K ﹤0.01%
191
+25
536
$3K ﹤0.01%
198
-182
537
$3K ﹤0.01%
75
538
$3K ﹤0.01%
24
539
$3K ﹤0.01%
410
+272
540
$3K ﹤0.01%
49
541
$3K ﹤0.01%
868
-278
542
$3K ﹤0.01%
64
+19
543
$2K ﹤0.01%
39
544
$2K ﹤0.01%
41
545
$2K ﹤0.01%
30
-1,051
546
$2K ﹤0.01%
76
547
$2K ﹤0.01%
30
548
$2K ﹤0.01%
38
549
$2K ﹤0.01%
3
550
$2K ﹤0.01%
46
-1,053
20 21
22
23 24