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
76
$2.78M 0.24%
33,894
-2,613
77
$2.78M 0.24%
21,647
-1,639
78
$2.77M 0.23%
166,769
+918
79
$2.72M 0.23%
45,553
-521
80
$2.66M 0.22%
24,911
+7,640
81
$2.63M 0.22%
16,683
-762
82
$2.6M 0.22%
43,190
+58
83
$2.58M 0.22%
9,722
+177
84
$2.54M 0.22%
23,724
-69
85
$2.53M 0.21%
3,223
-266
86
$2.41M 0.2%
12,264
+2,689
87
$2.39M 0.2%
28,599
-1,312
88
$2.39M 0.2%
10,574
-1,391
89
$2.37M 0.2%
7,622
+742
90
$2.13M 0.18%
11,555
+17
91
$2.05M 0.17%
6,631
+1,598
92
$2.02M 0.17%
10,919
+1,192
93
$2M 0.17%
16,675
+433
94
$1.99M 0.17%
6,778
-505
95
$1.98M 0.17%
7,552
-1,708
96
$1.96M 0.17%
16,838
+303
97
$1.96M 0.17%
5,237
-169
98
$1.95M 0.17%
26,771
-1,785
99
$1.95M 0.16%
26,684
100
$1.89M 0.16%
28,332
-2,349
2 3
4
5 6