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
551
$16.6K ﹤0.01%
486
552
$16.5K ﹤0.01%
277
553
$16.5K ﹤0.01%
35
-2
554
$16.3K ﹤0.01%
195
555
$16K ﹤0.01%
383
-59
556
$15.9K ﹤0.01%
108
557
$15.8K ﹤0.01%
903
558
$15.8K ﹤0.01%
63
-2
559
$15.8K ﹤0.01%
93
-20
560
$15.7K ﹤0.01%
5,122
+241
561
$15.7K ﹤0.01%
125
+114
562
$15.6K ﹤0.01%
187
-4
563
$15.5K ﹤0.01%
164
+12
564
$15.5K ﹤0.01%
920
+39
565
$15.3K ﹤0.01%
1,219
-5,849
566
$15.3K ﹤0.01%
244
-19
567
$14.9K ﹤0.01%
129
-3
568
$14.9K ﹤0.01%
506
-36
569
$14.9K ﹤0.01%
325
570
$14.8K ﹤0.01%
192
+9
571
$14.6K ﹤0.01%
417
-32
572
$14.5K ﹤0.01%
196
-605
573
$14.5K ﹤0.01%
102
574
$14.2K ﹤0.01%
367
575
$14.1K ﹤0.01%
227
+13
21 22
23
24 25