Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $46B
1-Year Est. Return 28.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.76%
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
+$21.9M
2
+$19.9M
3
+$16.8M
4
ROK icon
Rockwell Automation
ROK
+$15M
5
VDE icon
Vanguard Energy ETF
VDE
+$14.9M

Top Sells

1
+$51.4M
2
+$21M
3
+$19.8M
4
AET
Aetna Inc
AET
+$19.5M
5
RTX icon
RTX Corp
RTX
+$18.9M

Sector Composition

1 Financials 20.35%
2 Healthcare 14.04%
3 Technology 13.65%
4 Consumer Discretionary 8.65%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
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-6,916
2527
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-2,517
2528
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-1,290
2529
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-1,036
2530
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-1,868
2531
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-5
2532
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-66,187
2533
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-537
2534
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-12,064
2535
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-679
2536
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-76
2537
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-4,079
2538
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-1,291
2539
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-467
2540
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-8,227
2541
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-2,063
2542
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-10,706
2543
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-1,419
2544
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-5,642
2545
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-15
2546
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-7,634
2547
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-4,753
2548
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-448
2549
– –
-546
2550
– –
-3,000
100 101
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