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
626
$1.26M 0.02%
49,069
-1,013
627
$1.25M 0.02%
30,795
-5,195
628
$1.25M 0.02%
27,535
+23,064
629
$1.25M 0.02%
32,043
-15,505
630
$1.23M 0.02%
4,648
631
$1.23M 0.02%
49,333
632
$1.22M 0.02%
36,758
-144,865
633
$1.22M 0.02%
7,549
-1,381
634
$1.22M 0.02%
50,817
-2,964
635
$1.21M 0.02%
45,010
-2,737
636
$1.2M 0.02%
16,305
637
$1.2M 0.02%
19,727
+9,130
638
$1.2M 0.02%
27,016
-1,516
639
$1.19M 0.02%
51,000
-15,400
640
$1.17M 0.02%
13,453
641
$1.16M 0.02%
27,949
+22,416
642
$1.16M 0.02%
12,711
+4,500
643
$1.16M 0.02%
83,432
644
$1.16M 0.02%
209,145
-363,280
645
$1.16M 0.02%
135,238
-16,786
646
$1.15M 0.01%
46,675
-2,326
647
$1.15M 0.01%
133,833
-178,937
648
$1.14M 0.01%
21,551
649
$1.12M 0.01%
22,682
-2,249
650
$1.12M 0.01%
5,842
-4,050
24 25
26
27 28