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
701
$868K 0.01%
34,971
702
$867K 0.01%
34,016
+2,009
703
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9,164
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19,893
705
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33,714
-39,294
706
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70,000
707
$857K 0.01%
36,365
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66,413
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710
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9,421
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35,995
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715
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716
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18,267
717
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59,673
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18,052
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7,359
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721
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12,789
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722
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19,672
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723
$788K 0.01%
20,996
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724
$784K 0.01%
19,845
-2,372
725
$784K 0.01%
12,924
-1,060
27 28
29
30 31