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
2576
– –
-14,155
2577
– –
-4,711
2578
– –
-11,955
2579
– –
-2,278
2580
– –
-6,400
2581
– –
-854
2582
– –
-6,916
2583
– –
-236
2584
– –
-2,489
2585
– –
-29,905
2586
– –
-1,839
2587
– –
-729
2588
– –
-15
2589
– –
-211
2590
$0 ﹤0.01%
9,742
2591
$0 ﹤0.01%
300
-1,416
2592
– –
-56,798
2593
– –
-2,245
2594
– –
-1,592
2595
– –
-46,244
2596
$0 ﹤0.01%
1,253
2597
– –
-297
2598
– –
-1,070
100 101 102 103
104