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
601
$1.43M 0.02%
58,921
+21,162
602
$1.43M 0.02%
27,802
603
$1.42M 0.02%
7,774
604
$1.41M 0.02%
84,070
+707
605
$1.4M 0.02%
34,252
+266
606
$1.4M 0.02%
59,770
+1,187
607
$1.39M 0.02%
49,324
608
$1.38M 0.02%
144,042
-76,500
609
$1.38M 0.02%
57,051
-12,676
610
$1.37M 0.02%
11,275
-6,900
611
$1.37M 0.02%
63,347
-31,635
612
$1.37M 0.02%
17,737
613
$1.36M 0.02%
60,517
-10,622
614
$1.36M 0.02%
8,198
-88
615
$1.35M 0.02%
10,451
+389
616
$1.33M 0.02%
100,045
617
$1.33M 0.02%
292,993
+44,021
618
$1.31M 0.02%
39,672
+21,936
619
$1.3M 0.02%
31,440
620
$1.29M 0.02%
20,654
+804
621
$1.28M 0.02%
10,751
-539
622
$1.27M 0.02%
10,829
-949
623
$1.26M 0.02%
27,143
-3,577
624
$1.26M 0.02%
36,544
-599
625
$1.26M 0.02%
51,472
-88,352
23 24
25
26 27