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
351
$4.33M 0.06%
81,372
-24,085
352
$4.31M 0.06%
54,110
-46,510
353
$4.28M 0.06%
223,213
354
$4.26M 0.06%
116,800
+37,268
355
$4.26M 0.06%
94,321
+2,778
356
$4.24M 0.06%
165,222
+103,731
357
$4.07M 0.05%
152,655
+720
358
$4.07M 0.05%
295,488
+5,679
359
$4.05M 0.05%
51,965
-7,489
360
$4.04M 0.05%
90,637
-159,474
361
$4.03M 0.05%
70,704
362
$4M 0.05%
109,946
-12,630
363
$3.98M 0.05%
50,131
+1,427
364
$3.96M 0.05%
54,509
-670
365
$3.95M 0.05%
77,165
+22,255
366
$3.95M 0.05%
45,647
-414
367
$3.94M 0.05%
40,818
-4,354
368
$3.93M 0.05%
87,775
-2,566
369
$3.93M 0.05%
46,162
-2,231
370
$3.92M 0.05%
97,256
-9,000
371
$3.9M 0.05%
343,654
-1,937
372
$3.9M 0.05%
94,663
+43,900
373
$3.89M 0.05%
17,066
-4,100
374
$3.84M 0.05%
144,628
+136,516
375
$3.81M 0.05%
64,926
+20,960
13 14
15
16 17