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
651
$1.22M 0.02%
7,526
-2,107
652
$1.19M 0.02%
39,434
-9,263
653
$1.18M 0.01%
34,233
654
$1.17M 0.01%
22,443
-7,500
655
$1.17M 0.01%
28,532
+5,653
656
$1.17M 0.01%
83,363
657
$1.17M 0.01%
23,132
-8,300
658
$1.17M 0.01%
9,407
+339
659
$1.16M 0.01%
83,432
+78,184
660
$1.16M 0.01%
23,178
+2,290
661
$1.15M 0.01%
7,029
+271
662
$1.14M 0.01%
23,870
+4,482
663
$1.14M 0.01%
13,453
664
$1.14M 0.01%
50,082
-3,945
665
$1.14M 0.01%
162,232
666
$1.14M 0.01%
9,922
-9,749
667
$1.13M 0.01%
40,102
+4,198
668
$1.12M 0.01%
33,793
+31,000
669
$1.12M 0.01%
20,725
+1,079
670
$1.11M 0.01%
49,247
-206
671
$1.11M 0.01%
15,512
+3,432
672
$1.1M 0.01%
16,305
673
$1.1M 0.01%
13,402
+1,647
674
$1.09M 0.01%
51,877
-327
675
$1.09M 0.01%
21,551
25 26
27
28 29