Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $29B
1-Year Est. Return 26.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.2B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,601
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$17.9M
3
+$15.5M
4
ELV icon
Elevance Health
ELV
+$15.5M
5
PH icon
Parker-Hannifin
PH
+$14.6M

Top Sells

1
+$22.7M
2
+$19.9M
3
+$16.7M
4
SEDG icon
SolarEdge
SEDG
+$16.4M
5
AAPL icon
Apple
AAPL
+$14.6M

Sector Composition

1 Financials 19.7%
2 Technology 17.27%
3 Healthcare 12.64%
4 Consumer Discretionary 10.3%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$8K ﹤0.01%
1,231
2502
$8K ﹤0.01%
839
2503
$8K ﹤0.01%
2,980
2504
$7K ﹤0.01%
1,740
2505
$7K ﹤0.01%
354
2506
$6K ﹤0.01%
1,427
2507
$6K ﹤0.01%
124
2508
$6K ﹤0.01%
402
-1,192
2509
$5K ﹤0.01%
112
2510
$5K ﹤0.01%
43
2511
$4K ﹤0.01%
+698
2512
$3K ﹤0.01%
100
2513
$3K ﹤0.01%
155
2514
$3K ﹤0.01%
9
2515
$3K ﹤0.01%
569
2516
$2K ﹤0.01%
61
-1,199
2517
$1K ﹤0.01%
+6
2518
$1K ﹤0.01%
32
2519
– –
-60,000
2520
– –
-385
2521
$0 ﹤0.01%
1
2522
– –
-1,504
2523
– –
-466
2524
– –
-1,037
2525
– –
-12,240
99 100
101
102 103