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
151
$1.26M 0.11%
24,426
+230
152
$1.25M 0.11%
16,541
+77
153
$1.25M 0.11%
11,551
+85
154
$1.25M 0.11%
2,617
+819
155
$1.24M 0.1%
8,512
+155
156
$1.23M 0.1%
12,433
-3,268
157
$1.23M 0.1%
25,227
+66
158
$1.22M 0.1%
7,022
-521
159
$1.22M 0.1%
5,014
-539
160
$1.2M 0.1%
14,106
+216
161
$1.19M 0.1%
2,679
-639
162
$1.18M 0.1%
9,304
+71
163
$1.14M 0.1%
14,048
+67
164
$1.14M 0.1%
34,049
-87
165
$1.14M 0.1%
8,424
+23
166
$1.13M 0.1%
5,217
+47
167
$1.12M 0.09%
11,249
+51
168
$1.11M 0.09%
2,727
169
$1.11M 0.09%
31,635
+2,254
170
$1.1M 0.09%
5,254
+294
171
$1.08M 0.09%
6,471
-35
172
$1.08M 0.09%
5,863
-2,001
173
$1.07M 0.09%
115,504
-122,597
174
$1.06M 0.09%
8,942
-477
175
$1.06M 0.09%
9,187
+100
5 6
7
8 9