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
551
$1.72M 0.02%
27,207
-859
552
$1.72M 0.02%
62,000
-27,590
553
$1.71M 0.02%
7,506
-1,223
554
$1.71M 0.02%
68,913
+2,771
555
$1.69M 0.02%
278,822
-33,978
556
$1.69M 0.02%
117,628
-3,216
557
$1.68M 0.02%
21,058
-741
558
$1.68M 0.02%
36,392
-878
559
$1.67M 0.02%
21,488
560
$1.66M 0.02%
18,416
561
$1.65M 0.02%
17,627
+786
562
$1.65M 0.02%
51,184
-627
563
$1.65M 0.02%
37,835
+1,120
564
$1.64M 0.02%
112,010
-170,794
565
$1.64M 0.02%
24,871
+953
566
$1.63M 0.02%
56,856
-7,047
567
$1.63M 0.02%
261,658
-12,167
568
$1.63M 0.02%
31,309
-10,857
569
$1.62M 0.02%
29,952
570
$1.61M 0.02%
15,138
-612
571
$1.61M 0.02%
13,483
-971
572
$1.6M 0.02%
61,615
-55,376
573
$1.6M 0.02%
57,726
-3,600
574
$1.6M 0.02%
22,811
+12,497
575
$1.59M 0.02%
64,490
-20,135
21 22
23
24 25