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
826
$1.81K ﹤0.01%
28
-90
827
$1.78K ﹤0.01%
36
+7
828
$1.73K ﹤0.01%
6
829
$1.72K ﹤0.01%
17
830
$1.68K ﹤0.01%
34
831
$1.67K ﹤0.01%
16
-3
832
$1.65K ﹤0.01%
124
-400
833
$1.64K ﹤0.01%
4
834
$1.61K ﹤0.01%
27
835
$1.6K ﹤0.01%
55
-154
836
$1.59K ﹤0.01%
20
837
$1.57K ﹤0.01%
6
+1
838
$1.56K ﹤0.01%
40
839
$1.4K ﹤0.01%
22
840
$1.39K ﹤0.01%
42
841
$1.32K ﹤0.01%
29
+4
842
$1.32K ﹤0.01%
14
-16
843
$1.32K ﹤0.01%
11
-1
844
$1.32K ﹤0.01%
+3
845
$1.31K ﹤0.01%
13
+8
846
$1.28K ﹤0.01%
+19
847
$1.09K ﹤0.01%
26
848
$1.08K ﹤0.01%
20
849
$1.04K ﹤0.01%
35
850
$1.02K ﹤0.01%
10
32 33
34
35 36