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
201
$137K 0.02%
+4,400
202
$136K 0.02%
2,652
-1,165
203
$135K 0.02%
4,379
-1,209
204
$133K 0.02%
1,017
+7
205
$133K 0.02%
1,526
-739
206
$133K 0.02%
9,630
207
$131K 0.02%
1,596
+345
208
$129K 0.02%
6,971
-40
209
$127K 0.02%
3,045
-23
210
$125K 0.02%
3,935
-155
211
$125K 0.02%
276
+11
212
$124K 0.02%
1,823
213
$122K 0.02%
10,784
214
$122K 0.02%
2,467
-667
215
$120K 0.02%
2,738
+290
216
$116K 0.02%
741
+33
217
$116K 0.02%
3,046
+330
218
$114K 0.02%
2,456
+437
219
$112K 0.02%
4,526
-14,932
220
$112K 0.02%
1,979
-5
221
$111K 0.02%
1,392
-195
222
$111K 0.02%
5,196
-2,709
223
$108K 0.02%
790
224
$108K 0.02%
700
225
$107K 0.02%
730
-37
7 8
9
10 11