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
201
$894K 0.08%
5,677
+53
202
$883K 0.07%
4,713
+1,163
203
$881K 0.07%
1,817
-884
204
$873K 0.07%
1,915
-140
205
$863K 0.07%
14,455
+71
206
$847K 0.07%
12,821
+57
207
$817K 0.07%
19,874
+209
208
$814K 0.07%
24,340
-900
209
$799K 0.07%
4,080
-2,846
210
$797K 0.07%
3,107
-235
211
$797K 0.07%
4,433
+31
212
$781K 0.07%
29,367
+284
213
$780K 0.07%
9,457
+74
214
$775K 0.07%
2,244
+122
215
$774K 0.07%
10,232
+118
216
$771K 0.07%
16,524
+82
217
$762K 0.06%
21,589
+642
218
$761K 0.06%
+13,605
219
$756K 0.06%
2,216
-1,024
220
$755K 0.06%
3,667
-1,185
221
$747K 0.06%
2,986
+388
222
$732K 0.06%
4,214
+740
223
$703K 0.06%
2,816
-211
224
$701K 0.06%
9,733
+438
225
$698K 0.06%
3,880
-3,979
7 8
9
10 11