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
676
$974K 0.01%
19,868
-13,145
677
$972K 0.01%
49,871
678
$970K 0.01%
13,447
-750
679
$957K 0.01%
25,247
-45,291
680
$948K 0.01%
8,329
-18,331
681
$946K 0.01%
55,931
-38,093
682
$941K 0.01%
10,130
+7,731
683
$939K 0.01%
51,781
+40,300
684
$938K 0.01%
18,520
-390
685
$930K 0.01%
18,521
686
$924K 0.01%
19,054
-86,560
687
$923K 0.01%
38,272
+6,561
688
$913K 0.01%
22,192
689
$899K 0.01%
8,450
+173
690
$898K 0.01%
11,598
-6,216
691
$898K 0.01%
17,680
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692
$893K 0.01%
12,763
693
$891K 0.01%
49,242
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694
$889K 0.01%
24,303
695
$888K 0.01%
108,995
+3,519
696
$878K 0.01%
14,209
697
$878K 0.01%
35,058
+33,738
698
$877K 0.01%
39,212
+245
699
$872K 0.01%
34,692
700
$872K 0.01%
+23,966
26 27
28
29 30