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
101
$1.88M 0.16%
15,527
-137
102
$1.87M 0.16%
20,222
+83
103
$1.86M 0.16%
4,064
+2,312
104
$1.85M 0.16%
17,480
-1,347
105
$1.83M 0.15%
63,665
-4,741
106
$1.83M 0.15%
22,358
+136
107
$1.79M 0.15%
10,790
-799
108
$1.78M 0.15%
9,288
+79
109
$1.76M 0.15%
14,173
+133
110
$1.76M 0.15%
12,402
-950
111
$1.76M 0.15%
10,465
-670
112
$1.68M 0.14%
14,537
+313
113
$1.66M 0.14%
10,937
-129
114
$1.65M 0.14%
16,120
-1,299
115
$1.62M 0.14%
11,196
-1,192
116
$1.61M 0.14%
13,579
+54
117
$1.6M 0.14%
14,677
-236
118
$1.58M 0.13%
7,929
-1,441
119
$1.58M 0.13%
12,752
-908
120
$1.54M 0.13%
10,954
+488
121
$1.51M 0.13%
22,347
122
$1.51M 0.13%
24,998
+170
123
$1.51M 0.13%
5,026
-352
124
$1.49M 0.13%
6,213
+45
125
$1.48M 0.13%
9,460
+84
3 4
5
6 7