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
626
$10.9K ﹤0.01%
52
-3
627
$10.7K ﹤0.01%
315
-1
628
$10.5K ﹤0.01%
35
+8
629
$10.5K ﹤0.01%
48
-6
630
$10.5K ﹤0.01%
388
+87
631
$10.4K ﹤0.01%
111
+8
632
$10.3K ﹤0.01%
286
+131
633
$10.2K ﹤0.01%
117
+13
634
$10.2K ﹤0.01%
257
-6
635
$10.1K ﹤0.01%
519
636
$10K ﹤0.01%
158
-9
637
$10K ﹤0.01%
162
+6
638
$9.94K ﹤0.01%
26
-3
639
$9.92K ﹤0.01%
76
640
$9.86K ﹤0.01%
24
+8
641
$9.83K ﹤0.01%
585
-202
642
$9.79K ﹤0.01%
81
643
$9.58K ﹤0.01%
570
+205
644
$9.56K ﹤0.01%
282
-111
645
$9.56K ﹤0.01%
97
-14
646
$9.55K ﹤0.01%
+253
647
$9.44K ﹤0.01%
345
+21
648
$9.4K ﹤0.01%
187
649
$9.3K ﹤0.01%
74
-9
650
$9.24K ﹤0.01%
50
24 25
26
27 28