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
551
$1.8M 0.02%
24,676
-2,640
552
$1.8M 0.02%
16,192
+1,004
553
$1.79M 0.02%
16,082
-19,617
554
$1.79M 0.02%
51,811
+3,482
555
$1.79M 0.02%
50,073
+14,631
556
$1.79M 0.02%
92,146
+3,672
557
$1.78M 0.02%
27,484
+3,473
558
$1.78M 0.02%
9,717
+1,353
559
$1.77M 0.02%
34,990
560
$1.77M 0.02%
21,488
561
$1.77M 0.02%
21,442
-3,100
562
$1.77M 0.02%
37,270
+2,112
563
$1.77M 0.02%
17,780
+1,330
564
$1.75M 0.02%
120,844
565
$1.71M 0.02%
122,163
+1,573
566
$1.7M 0.02%
35,619
+19,910
567
$1.7M 0.02%
15,750
-29,232
568
$1.69M 0.02%
84,625
-4,782
569
$1.69M 0.02%
33,013
+971
570
$1.69M 0.02%
8,326
+1,093
571
$1.69M 0.02%
23,531
572
$1.68M 0.02%
56,299
+32,008
573
$1.68M 0.02%
11,853
+2,639
574
$1.68M 0.02%
21,104
575
$1.68M 0.02%
104,266
+1,113
21 22
23
24 25