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
876
$393 ﹤0.01%
15
-30
877
$390 ﹤0.01%
+2
878
$386 ﹤0.01%
25
879
$361 ﹤0.01%
15
880
$331 ﹤0.01%
50
881
$324 ﹤0.01%
15
-12
882
$310 ﹤0.01%
4
883
$261 ﹤0.01%
7
884
$256 ﹤0.01%
22
885
$202 ﹤0.01%
5
886
$175 ﹤0.01%
5
887
$163 ﹤0.01%
9
888
$157 ﹤0.01%
500
889
$128 ﹤0.01%
5
890
$118 ﹤0.01%
4
891
$111 ﹤0.01%
27
892
$90 ﹤0.01%
4
893
$47 ﹤0.01%
1
894
$31 ﹤0.01%
1
895
$30 ﹤0.01%
1
896
$18 ﹤0.01%
1
897
$15 ﹤0.01%
1
-25
898
– –
-1,054
899
– –
-198
900
– –
-25
33 34 35
36
37