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
651
$9.23K ﹤0.01%
62
-12
652
$9.22K ﹤0.01%
141
-3
653
$9.21K ﹤0.01%
154
654
$9.04K ﹤0.01%
34
655
$9.04K ﹤0.01%
198
656
$8.99K ﹤0.01%
57
657
$8.96K ﹤0.01%
37
-1
658
$8.85K ﹤0.01%
46
+8
659
$8.76K ﹤0.01%
2,105
-39
660
$8.67K ﹤0.01%
552
-144
661
$8.55K ﹤0.01%
282
-15
662
$8.48K ﹤0.01%
38
-17
663
$8.45K ﹤0.01%
2,096
-49
664
$8.44K ﹤0.01%
203
+76
665
$8.32K ﹤0.01%
125
-113
666
$8.28K ﹤0.01%
28
-1
667
$8.24K ﹤0.01%
56
+8
668
$8.22K ﹤0.01%
104
669
$8.21K ﹤0.01%
98
-23
670
$8.19K ﹤0.01%
33
671
$8.17K ﹤0.01%
94
672
$8.02K ﹤0.01%
85
+25
673
$8K ﹤0.01%
200
+9
674
$7.97K ﹤0.01%
222
675
$7.93K ﹤0.01%
49
25 26
27
28 29