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
176
$1.06M 0.09%
2,690
-628
177
$1.05M 0.09%
5,682
+38
178
$1.04M 0.09%
8,534
+126
179
$1.02M 0.09%
17,114
+160
180
$1.01M 0.09%
9,049
+2,889
181
$1M 0.08%
1,865
-578
182
$990K 0.08%
15,673
-836
183
$984K 0.08%
13,522
-990
184
$975K 0.08%
12,368
+133
185
$973K 0.08%
23,908
-2,891
186
$966K 0.08%
4,723
-1,417
187
$961K 0.08%
16,560
-1,336
188
$960K 0.08%
4,828
189
$941K 0.08%
51,464
+2,326
190
$936K 0.08%
43,046
+570
191
$934K 0.08%
2,452
-28
192
$928K 0.08%
12,010
+98
193
$910K 0.08%
3,050
-884
194
$910K 0.08%
6,431
+63
195
$907K 0.08%
13,455
+129
196
$907K 0.08%
9,519
+108
197
$902K 0.08%
15,953
+44
198
$901K 0.08%
6,854
+94
199
$900K 0.08%
26,014
+78
200
$900K 0.08%
5,436
+408
6 7
8
9 10