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
$583M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.28M
3
+$3.07M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.03M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.64M

Top Sells

1
+$9.78M
2
+$5.92M
3
+$5.42M
4
VZ icon
Verizon
VZ
+$4.86M
5
ABBV icon
AbbVie
ABBV
+$3.47M

Sector Composition

1 Energy 10.62%
2 Consumer Staples 3.43%
3 Healthcare 3.2%
4 Technology 2.93%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$213K 0.04%
1,945
-20
152
$211K 0.04%
5,176
-284
153
$207K 0.04%
1,595
-15
154
$206K 0.04%
1,911
+32
155
$204K 0.04%
7,200
156
$198K 0.03%
3,420
-27
157
$194K 0.03%
5,262
+62
158
$188K 0.03%
9,114
159
$187K 0.03%
5,784
-108
160
$186K 0.03%
853
-105
161
$184K 0.03%
3,734
-3,076
162
$184K 0.03%
1,955
-19
163
$183K 0.03%
+2,685
164
$182K 0.03%
3,360
+26
165
$182K 0.03%
3,856
-764
166
$181K 0.03%
1,572
-118
167
$179K 0.03%
2,387
+503
168
$176K 0.03%
1,218
-90
169
$176K 0.03%
3,525
-30
170
$175K 0.03%
1,678
171
$174K 0.03%
3,072
+1,389
172
$174K 0.03%
1,213
+5
173
$173K 0.03%
3,392
+1,220
174
$172K 0.03%
952
-351
175
$171K 0.03%
1,648
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7
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