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
176
$171K 0.03%
1,500
-17
177
$167K 0.03%
1,490
-11
178
$166K 0.03%
641
-35
179
$165K 0.03%
1,848
-1,082
180
$162K 0.03%
1,182
-7
181
$161K 0.03%
1,881
-10
182
$160K 0.03%
1,024
-16
183
$160K 0.03%
1,188
-361
184
$157K 0.03%
2,755
+13
185
$157K 0.03%
884
-13
186
$157K 0.03%
4,959
-40
187
$156K 0.03%
1,490
-74
188
$155K 0.03%
3,576
+15
189
$155K 0.03%
1,936
-184
190
$153K 0.03%
2,398
+260
191
$153K 0.03%
2,055
-10
192
$153K 0.03%
3,250
-44
193
$152K 0.03%
5,016
-36
194
$152K 0.03%
2,949
+2,915
195
$151K 0.03%
3,415
+551
196
$144K 0.02%
6,000
197
$140K 0.02%
2,684
-1,584
198
$138K 0.02%
1,873
-330
199
$137K 0.02%
+3,050
200
$137K 0.02%
2,604
+141
6 7
8
9 10