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 13.65%
4 Consumer Discretionary 8.65%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.66M 0.03%
7,605
+500
452
$2.64M 0.03%
20,929
+3,298
453
$2.58M 0.03%
42,980
-2,571
454
$2.57M 0.03%
38,776
+8,191
455
$2.56M 0.03%
55,768
456
$2.56M 0.03%
39,733
+26,056
457
$2.55M 0.03%
87,584
-22,500
458
$2.55M 0.03%
48,679
-2,304
459
$2.54M 0.03%
2,063
-235
460
$2.52M 0.03%
42,428
-2,446
461
$2.52M 0.03%
53,542
-130,376
462
$2.52M 0.03%
21,543
+1,500
463
$2.5M 0.03%
33,948
-5,940
464
$2.48M 0.03%
74,142
-2,234
465
$2.47M 0.03%
28,703
+7,599
466
$2.46M 0.03%
96,988
+204
467
$2.45M 0.03%
26,041
+4,599
468
$2.43M 0.03%
69,600
-15,100
469
$2.38M 0.03%
140,979
+107,751
470
$2.38M 0.03%
36,090
-7,358
471
$2.37M 0.03%
55,780
+24,000
472
$2.33M 0.03%
41,173
+12
473
$2.33M 0.03%
34,747
+26,601
474
$2.33M 0.03%
60,108
+7,920
475
$2.31M 0.03%
98,838
+4,448
17 18
19
20 21