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
326
$4.79M 0.06%
562,518
-18,695
327
$4.77M 0.06%
123,053
+3,646
328
$4.74M 0.06%
28,646
-49,570
329
$4.73M 0.06%
268,754
-313,405
330
$4.72M 0.06%
68,673
331
$4.68M 0.06%
184,909
+15,673
332
$4.62M 0.06%
217,777
+158,142
333
$4.62M 0.06%
62,239
334
$4.59M 0.06%
95,829
+80,748
335
$4.59M 0.06%
350,536
+72,252
336
$4.59M 0.06%
77,015
-11,715
337
$4.57M 0.06%
61,070
+19,520
338
$4.56M 0.06%
99,144
-18,904
339
$4.54M 0.06%
129,828
-37,485
340
$4.51M 0.06%
436,254
-124,956
341
$4.49M 0.06%
521,283
+41,314
342
$4.48M 0.06%
24,921
343
$4.47M 0.06%
84,123
+61,929
344
$4.46M 0.06%
+41,581
345
$4.44M 0.06%
140,198
+70,362
346
$4.42M 0.06%
93,255
+36,956
347
$4.38M 0.06%
78,754
+3,552
348
$4.38M 0.06%
39,138
+5,366
349
$4.37M 0.06%
123,619
+112,333
350
$4.36M 0.06%
53,850
-321
12 13
14
15 16