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
501
$2.19M 0.03%
69,727
-157,948
502
$2.16M 0.03%
55,310
-2,291
503
$2.15M 0.03%
118,541
+78,917
504
$2.14M 0.03%
66,332
+25,172
505
$2.14M 0.03%
28,864
+26,187
506
$2.13M 0.03%
174,140
+77,188
507
$2.12M 0.03%
55,086
+991
508
$2.12M 0.03%
92,095
-39,114
509
$2.12M 0.03%
278,284
-2,072
510
$2.12M 0.03%
94,982
+1,026
511
$2.08M 0.03%
63,903
+727
512
$2.08M 0.03%
26,985
+1,778
513
$2.08M 0.03%
30,689
+11,133
514
$2.07M 0.03%
9,483
-197
515
$2.07M 0.03%
24,568
516
$2.06M 0.03%
43,859
+1,290
517
$2.05M 0.03%
3,722
+582
518
$2.04M 0.03%
8,729
-26
519
$2.03M 0.03%
11,580
+610
520
$2.03M 0.03%
61,491
+38,462
521
$2.02M 0.03%
52,798
-17,512
522
$2.01M 0.03%
17,631
+2,372
523
$2M 0.03%
29,905
-7,279
524
$2M 0.03%
245,604
+92,468
525
$2M 0.03%
33,082
-2,200
19 20
21
22 23