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
526
$19.4K ﹤0.01%
257
+120
527
$19.4K ﹤0.01%
160
528
$19.4K ﹤0.01%
2,227
+200
529
$19.3K ﹤0.01%
150
530
$19.2K ﹤0.01%
230
-226
531
$19.2K ﹤0.01%
141
-13
532
$19.1K ﹤0.01%
1,247
+245
533
$19.1K ﹤0.01%
212
+53
534
$18.8K ﹤0.01%
1,110
+5
535
$18.5K ﹤0.01%
111
536
$18.5K ﹤0.01%
299
-28
537
$18.4K ﹤0.01%
1,950
-3,192
538
$18.4K ﹤0.01%
482
+3
539
$18.2K ﹤0.01%
624
-67
540
$18.1K ﹤0.01%
275
+33
541
$17.9K ﹤0.01%
20
542
$17.2K ﹤0.01%
175
543
$17.2K ﹤0.01%
742
-134
544
$17.1K ﹤0.01%
328
-29
545
$17.1K ﹤0.01%
764
-135
546
$17K ﹤0.01%
638
547
$16.9K ﹤0.01%
89
548
$16.9K ﹤0.01%
151
549
$16.9K ﹤0.01%
337
-84
550
$16.7K ﹤0.01%
189
-25
20 21
22
23 24