Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $43.5B
1-Year Est. Return 27.15%
This Quarter Est. Return
1 Year Est. Return
+27.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.69B
AUM Growth
-$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,624
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$20.8M
3
+$16.5M
4
VDE icon
Vanguard Energy ETF
VDE
+$15.4M
5
XOM icon
Exxon Mobil
XOM
+$15.3M

Top Sells

1
+$43.4M
2
+$20.8M
3
+$20.1M
4
USB icon
US Bancorp
USB
+$19.1M
5
RTX icon
RTX Corp
RTX
+$19M

Sector Composition

1 Financials 20.35%
2 Healthcare 14.04%
3 Technology 13.72%
4 Consumer Discretionary 8.65%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$4K ﹤0.01%
238
2502
$4K ﹤0.01%
448
2503
$4K ﹤0.01%
958
2504
$4K ﹤0.01%
349
2505
$4K ﹤0.01%
244
2506
$4K ﹤0.01%
327
2507
$4K ﹤0.01%
1,640
2508
$3K ﹤0.01%
211
2509
$3K ﹤0.01%
9
2510
$3K ﹤0.01%
36
2511
$3K ﹤0.01%
1,339
2512
$3K ﹤0.01%
1,527
2513
$3K ﹤0.01%
16
2514
$3K ﹤0.01%
50
2515
$3K ﹤0.01%
417
2516
$3K ﹤0.01%
537
2517
$3K ﹤0.01%
521
2518
– –
0
2519
$2K ﹤0.01%
365
2520
$2K ﹤0.01%
1,316
2521
$2K ﹤0.01%
451
2522
$2K ﹤0.01%
248
-193
2523
$1K ﹤0.01%
400
-6,289
2524
$1K ﹤0.01%
480
2525
– –
-1,290
99 100
101
102 103