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
676
$7.93K ﹤0.01%
159
-13
677
$7.77K ﹤0.01%
412
+396
678
$7.74K ﹤0.01%
34
679
$7.73K ﹤0.01%
188
+171
680
$7.71K ﹤0.01%
434
681
$7.55K ﹤0.01%
122
-6
682
$7.46K ﹤0.01%
273
683
$7.37K ﹤0.01%
1,453
+134
684
$7.24K ﹤0.01%
193
+102
685
$7.15K ﹤0.01%
95
+19
686
$7.13K ﹤0.01%
221
687
$7.09K ﹤0.01%
2,066
+28
688
$7.05K ﹤0.01%
373
689
$7.04K ﹤0.01%
362
690
$7K ﹤0.01%
101
691
$6.75K ﹤0.01%
21
-4
692
$6.73K ﹤0.01%
25
+7
693
$6.72K ﹤0.01%
127
-10
694
$6.64K ﹤0.01%
167
-12
695
$6.58K ﹤0.01%
176
-2,121
696
$6.54K ﹤0.01%
53
-9
697
$6.49K ﹤0.01%
322
-2
698
$6.44K ﹤0.01%
342
699
$6.34K ﹤0.01%
58
-13
700
$6.3K ﹤0.01%
28
26 27
28
29 30