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
476
$2.3M 0.03%
20,251
477
$2.29M 0.03%
205,382
+19,870
478
$2.28M 0.03%
30,589
-464
479
$2.28M 0.03%
122,264
+3,723
480
$2.26M 0.03%
47,625
-9,941
481
$2.25M 0.03%
9,582
+1,256
482
$2.23M 0.03%
21,647
+5,453
483
$2.23M 0.03%
69,581
-1,160
484
$2.23M 0.03%
28,668
-8,333
485
$2.21M 0.03%
18,516
-136
486
$2.2M 0.03%
26,065
-920
487
$2.19M 0.03%
63,479
-1,788
488
$2.19M 0.03%
109,957
-16,095
489
$2.18M 0.03%
100,992
-3,274
490
$2.18M 0.03%
28,279
-585
491
$2.17M 0.03%
157,230
+74,319
492
$2.15M 0.03%
3,842
+120
493
$2.15M 0.03%
53,563
-43,308
494
$2.14M 0.03%
72,768
+3,348
495
$2.12M 0.03%
71,811
+380
496
$2.12M 0.03%
31,532
-24,404
497
$2.1M 0.03%
2,649
-1,024
498
$2.1M 0.03%
80,314
-5,355
499
$2.1M 0.03%
41,102
+1,430
500
$2.09M 0.03%
28,224
+201
18 19
20
21 22