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
2526
– –
-1,036
2527
– –
-2,517
2528
– –
-1,868
2529
– –
-5
2530
– –
-66,187
2531
– –
-537
2532
– –
-1,035
2533
– –
-12,064
2534
– –
-679
2535
– –
-76
2536
– –
-4,079
2537
– –
-1,291
2538
– –
-467
2539
– –
-8,227
2540
– –
-2,063
2541
– –
-109,450
2542
– –
-91,346
2543
– –
-10,706
2544
$0 ﹤0.01%
+1
2545
– –
-143,422
2546
– –
-239
2547
– –
-2,628
2548
– –
-13,905
2549
– –
-1,419
2550
– –
-5,642
100 101
102
103 104