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
51
$3.87M 0.33%
12,695
-962
52
$3.87M 0.33%
8,246
-144
53
$3.79M 0.32%
7,265
-1,453
54
$3.78M 0.32%
132,815
+23,263
55
$3.76M 0.32%
23,900
+10,289
56
$3.71M 0.31%
18,458
-1,544
57
$3.7M 0.31%
64,396
-7,284
58
$3.68M 0.31%
5,083
-465
59
$3.68M 0.31%
10,748
-1,001
60
$3.56M 0.3%
8,881
-795
61
$3.54M 0.3%
40,196
-550
62
$3.54M 0.3%
82,878
+13,514
63
$3.5M 0.3%
350,803
-4,967
64
$3.43M 0.29%
35,023
-2,532
65
$3.33M 0.28%
44,878
+3,822
66
$3.32M 0.28%
6,783
+621
67
$3.3M 0.28%
19,149
-2,483
68
$3.22M 0.27%
95,382
-1,156
69
$3.21M 0.27%
65,878
-700
70
$3.2M 0.27%
28,997
-28
71
$3.04M 0.26%
39,488
-24,991
72
$2.9M 0.25%
67,184
-7,743
73
$2.89M 0.24%
55,807
-39,159
74
$2.88M 0.24%
108,955
-1,972
75
$2.84M 0.24%
32,780
-240
1 2
3
4 5