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
$7.9B
AUM Growth
+$809M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,628
New
Increased
Reduced
Closed

Top Buys

1
+$66.7M
2
+$61.2M
3
+$21.3M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$20.9M
5
MSFT icon
Microsoft
MSFT
+$18.7M

Top Sells

1
+$57.7M
2
+$21.6M
3
+$18.8M
4
AVGO icon
Broadcom
AVGO
+$15.1M
5
STZ icon
Constellation Brands
STZ
+$12.2M

Sector Composition

1 Financials 25.55%
2 Technology 13.95%
3 Healthcare 13.87%
4 Consumer Discretionary 8.08%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$4K ﹤0.01%
958
2527
$4K ﹤0.01%
349
2528
$4K ﹤0.01%
521
2529
$4K ﹤0.01%
854
2530
$4K ﹤0.01%
236
2531
$4K ﹤0.01%
211
2532
$4K ﹤0.01%
15
2533
$3K ﹤0.01%
710
2534
$3K ﹤0.01%
5
2535
$3K ﹤0.01%
1,339
2536
$3K ﹤0.01%
15
2537
$3K ﹤0.01%
2,195
2538
$3K ﹤0.01%
822
2539
$3K ﹤0.01%
820
2540
$3K ﹤0.01%
50
2541
$2K ﹤0.01%
1,592
2542
$2K ﹤0.01%
76
2543
$2K ﹤0.01%
320
2544
$1K ﹤0.01%
400
-49,000
2545
$1K ﹤0.01%
72
2546
$1K ﹤0.01%
9,742
2547
– –
-541
2548
– –
-2,360
2549
– –
-871
2550
– –
-823
100 101
102
103 104