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
726
$5.14K ﹤0.01%
+43
727
$5.03K ﹤0.01%
45
-4
728
$5.01K ﹤0.01%
63
-41
729
$4.98K ﹤0.01%
53
+7
730
$4.77K ﹤0.01%
148
731
$4.76K ﹤0.01%
50
-4
732
$4.72K ﹤0.01%
227
-62
733
$4.72K ﹤0.01%
14
-1
734
$4.69K ﹤0.01%
20
-41
735
$4.65K ﹤0.01%
444
-85
736
$4.64K ﹤0.01%
155
-35
737
$4.64K ﹤0.01%
80
-19
738
$4.57K ﹤0.01%
271
-121
739
$4.57K ﹤0.01%
57
-23
740
$4.56K ﹤0.01%
24
+10
741
$4.55K ﹤0.01%
68
-9
742
$4.54K ﹤0.01%
40
-471
743
$4.46K ﹤0.01%
62
-12
744
$4.42K ﹤0.01%
93
-12
745
$4.39K ﹤0.01%
377
-111
746
$4.38K ﹤0.01%
69
-17
747
$4.38K ﹤0.01%
222
+129
748
$4.36K ﹤0.01%
40
749
$4.35K ﹤0.01%
22
-2,196
750
$4.3K ﹤0.01%
33
28 29
30
31 32