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
751
$4.26K ﹤0.01%
221
+7
752
$4.24K ﹤0.01%
83
-1,330
753
$4.15K ﹤0.01%
3
+1
754
$4.14K ﹤0.01%
28
755
$4.13K ﹤0.01%
29
756
$4.13K ﹤0.01%
560
757
$4.1K ﹤0.01%
81
758
$4.07K ﹤0.01%
86
-80
759
$4.05K ﹤0.01%
124
760
$4.05K ﹤0.01%
5
761
$4.04K ﹤0.01%
68
-19
762
$3.9K ﹤0.01%
10
763
$3.88K ﹤0.01%
61
+5
764
$3.86K ﹤0.01%
53
765
$3.84K ﹤0.01%
68
766
$3.75K ﹤0.01%
9
767
$3.69K ﹤0.01%
+22
768
$3.67K ﹤0.01%
1,667
-629
769
$3.63K ﹤0.01%
102
-4
770
$3.55K ﹤0.01%
21
-9
771
$3.55K ﹤0.01%
79
772
$3.5K ﹤0.01%
63
773
$3.41K ﹤0.01%
79
774
$3.4K ﹤0.01%
33
+3
775
$3.4K ﹤0.01%
+204
29 30
31
32 33