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
576
$14.1K ﹤0.01%
60
577
$14.1K ﹤0.01%
492
+45
578
$14K ﹤0.01%
282
+1
579
$13.8K ﹤0.01%
233
-35
580
$13.7K ﹤0.01%
629
581
$13.6K ﹤0.01%
187
582
$13.5K ﹤0.01%
148
-322
583
$13.5K ﹤0.01%
111
-941
584
$13.5K ﹤0.01%
270
585
$13.4K ﹤0.01%
490
+43
586
$13.4K ﹤0.01%
144
+6
587
$13.3K ﹤0.01%
470
+20
588
$13.3K ﹤0.01%
25
589
$13.3K ﹤0.01%
93
590
$13.2K ﹤0.01%
3,451
+75
591
$13.1K ﹤0.01%
728
592
$13K ﹤0.01%
161
-6
593
$13K ﹤0.01%
229
-11
594
$13K ﹤0.01%
45
+2
595
$12.8K ﹤0.01%
269
596
$12.7K ﹤0.01%
2
597
$12.7K ﹤0.01%
166
598
$12.7K ﹤0.01%
169
599
$12.6K ﹤0.01%
166
+31
600
$12.5K ﹤0.01%
190
-129
22 23
24
25 26