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
126
$1.48M 0.12%
10,001
-1,508
127
$1.47M 0.12%
6,023
+41
128
$1.47M 0.12%
8,061
+71
129
$1.46M 0.12%
8,767
+59
130
$1.46M 0.12%
17,201
-1,181
131
$1.46M 0.12%
25,892
+231
132
$1.45M 0.12%
7,549
+72
133
$1.45M 0.12%
19,675
+273
134
$1.44M 0.12%
5,296
+35
135
$1.42M 0.12%
16,070
+452
136
$1.42M 0.12%
43,305
+8,045
137
$1.4M 0.12%
24,127
-187
138
$1.4M 0.12%
14,205
+91
139
$1.37M 0.12%
86,033
140
$1.36M 0.12%
4,677
+23
141
$1.35M 0.11%
18,874
+123
142
$1.34M 0.11%
44,260
+540
143
$1.33M 0.11%
8,447
+82
144
$1.32M 0.11%
12,055
+66
145
$1.29M 0.11%
11,520
+177
146
$1.29M 0.11%
6,638
+3,238
147
$1.29M 0.11%
10,539
-1,132
148
$1.28M 0.11%
3,763
+26
149
$1.27M 0.11%
15,290
+156
150
$1.27M 0.11%
13,602
+172
4 5
6
7 8