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
$7.89B
AUM Growth
-$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,617
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$16.5M
3
+$15.4M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$14.8M
5
BWA icon
BorgWarner
BWA
+$13.3M

Top Sells

1
+$23.8M
2
+$20.7M
3
+$12.1M
4
JPM icon
JPMorgan Chase
JPM
+$9.05M
5
CVS icon
CVS Health
CVS
+$8.47M

Sector Composition

1 Financials 23.3%
2 Technology 14.13%
3 Healthcare 13.56%
4 Consumer Discretionary 8.15%
5 Industrials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5.38M 0.07%
218,891
+15,737
302
$5.38M 0.07%
146,086
+5,220
303
$5.36M 0.07%
649,200
+261,280
304
$5.35M 0.07%
60,411
+16,424
305
$5.29M 0.07%
479,969
+45,594
306
$5.25M 0.07%
86,679
+7,023
307
$5.22M 0.07%
88,730
+5,921
308
$5.17M 0.07%
149,531
-4,109
309
$5.08M 0.06%
460,131
+259,358
310
$5.01M 0.06%
388,634
+223,116
311
$5M 0.06%
46,586
-8,278
312
$4.98M 0.06%
130,787
+554
313
$4.98M 0.06%
52,939
-27
314
$4.95M 0.06%
21,166
+1,484
315
$4.91M 0.06%
105,457
-29,529
316
$4.9M 0.06%
68,673
-6,238
317
$4.9M 0.06%
105,293
+84,360
318
$4.89M 0.06%
268,230
+390
319
$4.88M 0.06%
51,462
320
$4.84M 0.06%
88,973
+4,852
321
$4.82M 0.06%
143,457
-6,810
322
$4.79M 0.06%
49,892
+1,388
323
$4.78M 0.06%
50,710
-1,069
324
$4.78M 0.06%
77,109
-2,115
325
$4.74M 0.06%
169,236
-15,377
11 12
13
14 15