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
701
$6.25K ﹤0.01%
222
702
$6.23K ﹤0.01%
70
-7
703
$6.16K ﹤0.01%
35
+5
704
$6.12K ﹤0.01%
26
705
$6.07K ﹤0.01%
16
-8
706
$6.06K ﹤0.01%
51
-7
707
$6.01K ﹤0.01%
91
+31
708
$5.93K ﹤0.01%
43
+3
709
$5.89K ﹤0.01%
188
-41
710
$5.86K ﹤0.01%
52
+4
711
$5.81K ﹤0.01%
600
712
$5.75K ﹤0.01%
286
-24
713
$5.74K ﹤0.01%
180
-40
714
$5.51K ﹤0.01%
127
-251
715
$5.43K ﹤0.01%
99
-10
716
$5.42K ﹤0.01%
78
-36
717
$5.4K ﹤0.01%
717
718
$5.37K ﹤0.01%
75
+35
719
$5.33K ﹤0.01%
49
-8
720
$5.28K ﹤0.01%
968
-408
721
$5.23K ﹤0.01%
76
722
$5.23K ﹤0.01%
+77
723
$5.21K ﹤0.01%
98
724
$5.17K ﹤0.01%
136
-17
725
$5.16K ﹤0.01%
34
+2
27 28
29
30 31