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

Top Buys

1
+$70.1M
2
+$61.2M
3
+$20.7M
4
MSFT icon
Microsoft
MSFT
+$19.7M
5
AAPL icon
Apple
AAPL
+$19.6M

Top Sells

1
+$61M
2
+$21.6M
3
+$19M
4
AVGO icon
Broadcom
AVGO
+$16.8M
5
STZ icon
Constellation Brands
STZ
+$12.6M

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
2551
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-3,615
2552
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-75
2553
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-4,309
2554
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-3,420
2555
$0 ﹤0.01%
120
-46,700
2556
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-664
2557
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-72,275
2558
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-45,000
2559
– –
-2,360
2560
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-871
2561
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-823
2562
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-9,708
2563
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-39,523
2564
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-342
2565
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-1,123
2566
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-1,103
2567
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2568
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2569
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2570
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-792
2571
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-35,688
2572
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-1,589
2573
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-1,586
2574
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-155
2575
– –
-541
101 102
103
104 105