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
776
$3.39K ﹤0.01%
138
-13
777
$3.34K ﹤0.01%
83
-14
778
$3.31K ﹤0.01%
77
+7
779
$3.25K ﹤0.01%
76
780
$3.23K ﹤0.01%
104
781
$3.2K ﹤0.01%
25
+12
782
$3.19K ﹤0.01%
33
+9
783
$3.15K ﹤0.01%
116
784
$3.12K ﹤0.01%
98
-133
785
$3.1K ﹤0.01%
88
786
$3.08K ﹤0.01%
192
787
$3.07K ﹤0.01%
560
+208
788
$3.01K ﹤0.01%
17
789
$2.99K ﹤0.01%
67
+15
790
$2.94K ﹤0.01%
24
791
$2.93K ﹤0.01%
70
-100
792
$2.91K ﹤0.01%
49
-6
793
$2.88K ﹤0.01%
45
794
$2.81K ﹤0.01%
40
-41
795
$2.8K ﹤0.01%
87
+49
796
$2.78K ﹤0.01%
37
797
$2.78K ﹤0.01%
19
798
$2.72K ﹤0.01%
19
799
$2.7K ﹤0.01%
12
-72
800
$2.69K ﹤0.01%
408
+29
30 31
32
33 34