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
601
$1.52M 0.02%
16,194
+2,602
602
$1.5M 0.02%
+35,990
603
$1.5M 0.02%
13,312
604
$1.49M 0.02%
66,400
605
$1.49M 0.02%
+225,000
606
$1.48M 0.02%
22,762
-67,419
607
$1.48M 0.02%
30,503
-10,186
608
$1.47M 0.02%
24,055
-8,454
609
$1.47M 0.02%
29,952
-34,409
610
$1.44M 0.02%
21,624
-9,673
611
$1.43M 0.02%
8,930
-438
612
$1.42M 0.02%
7,352
+621
613
$1.42M 0.02%
24,931
+2,823
614
$1.41M 0.02%
11,778
-92
615
$1.41M 0.02%
14,454
+492
616
$1.39M 0.02%
23,511
-50,313
617
$1.38M 0.02%
28,830
618
$1.38M 0.02%
47,747
+34,700
619
$1.38M 0.02%
42,614
620
$1.36M 0.02%
50,486
-1,730
621
$1.36M 0.02%
135,320
+65,228
622
$1.36M 0.02%
23,918
+6,756
623
$1.34M 0.02%
58,583
+6,850
624
$1.34M 0.02%
17,634
-795
625
$1.34M 0.02%
49,001
-122,642
23 24
25
26 27