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
526
$2M 0.03%
28,023
+24,968
527
$1.97M 0.03%
66,142
-268,239
528
$1.96M 0.02%
33,860
+18,768
529
$1.96M 0.02%
204,934
+7,321
530
$1.94M 0.02%
76,308
-27,382
531
$1.93M 0.02%
73,340
+2,258
532
$1.93M 0.02%
29,918
-2,134
533
$1.93M 0.02%
23,104
-277
534
$1.92M 0.02%
39,672
535
$1.92M 0.02%
185,512
-38,331
536
$1.92M 0.02%
65,242
-4,782
537
$1.91M 0.02%
73,008
-804
538
$1.9M 0.02%
220,542
+56,100
539
$1.9M 0.02%
36,715
540
$1.9M 0.02%
15,278
+972
541
$1.89M 0.02%
30,585
+5,000
542
$1.89M 0.02%
18,652
+2,500
543
$1.88M 0.02%
35,010
+19,694
544
$1.88M 0.02%
48,172
+200
545
$1.87M 0.02%
71,431
+4,600
546
$1.87M 0.02%
18,175
+1,033
547
$1.86M 0.02%
20,251
548
$1.82M 0.02%
154,463
+86,146
549
$1.81M 0.02%
71,139
-136,918
550
$1.8M 0.02%
69,420
+2,556
20 21
22
23 24