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
801
$2.63K ﹤0.01%
100
802
$2.59K ﹤0.01%
97
803
$2.58K ﹤0.01%
64
804
$2.46K ﹤0.01%
25
805
$2.46K ﹤0.01%
27
806
$2.45K ﹤0.01%
15
807
$2.41K ﹤0.01%
43
-5
808
$2.37K ﹤0.01%
31
-28
809
$2.37K ﹤0.01%
60
810
$2.37K ﹤0.01%
11
+2
811
$2.28K ﹤0.01%
57
-4
812
$2.26K ﹤0.01%
35
813
$2.22K ﹤0.01%
21
814
$2.12K ﹤0.01%
204
-6
815
$2.11K ﹤0.01%
27
-6
816
$2.02K ﹤0.01%
26
817
$1.95K ﹤0.01%
+173
818
$1.93K ﹤0.01%
163
819
$1.92K ﹤0.01%
210
-201
820
$1.91K ﹤0.01%
+13
821
$1.89K ﹤0.01%
9
+5
822
$1.88K ﹤0.01%
38
823
$1.84K ﹤0.01%
99
-5
824
$1.83K ﹤0.01%
44
+7
825
$1.82K ﹤0.01%
21
-4
31 32
33
34 35