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
601
$12.5K ﹤0.01%
89
-1
602
$12.5K ﹤0.01%
67
-17
603
$12.4K ﹤0.01%
1,483
+282
604
$12.4K ﹤0.01%
219
605
$12.4K ﹤0.01%
161
606
$12.3K ﹤0.01%
212
-11
607
$12.3K ﹤0.01%
292
+27
608
$12.2K ﹤0.01%
176
-15
609
$12K ﹤0.01%
70
-3
610
$12K ﹤0.01%
348
-2
611
$11.9K ﹤0.01%
156
612
$11.8K ﹤0.01%
9
613
$11.8K ﹤0.01%
144
+3
614
$11.7K ﹤0.01%
106
-863
615
$11.7K ﹤0.01%
405
-45
616
$11.6K ﹤0.01%
2,430
617
$11.5K ﹤0.01%
456
-35
618
$11.5K ﹤0.01%
721
-367
619
$11.4K ﹤0.01%
340
-2,299
620
$11.4K ﹤0.01%
595
+95
621
$11.3K ﹤0.01%
50
-10
622
$11.2K ﹤0.01%
219
623
$11.2K ﹤0.01%
42
-7
624
$10.9K ﹤0.01%
487
-5
625
$10.9K ﹤0.01%
187
-2
23 24
25
26 27