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
851
$1K ﹤0.01%
20
852
$982 ﹤0.01%
5
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853
$925 ﹤0.01%
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$872 ﹤0.01%
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$728 ﹤0.01%
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858
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860
$677 ﹤0.01%
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$595 ﹤0.01%
4
866
$567 ﹤0.01%
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-5
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868
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$504 ﹤0.01%
2
870
$498 ﹤0.01%
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$462 ﹤0.01%
1
-1
873
$454 ﹤0.01%
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-39
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$407 ﹤0.01%
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875
$401 ﹤0.01%
+1
33 34
35
36 37