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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $46B
1-Year Est. Return 28.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.5B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,623
New
Increased
Reduced
Closed

Top Buys

1 +$172M
2 +$117M
3 +$60.5M
4
CVS icon
CVS Health
CVS
+$60.1M
5
CRS icon
Carpenter Technology
CRS
+$40.4M

Top Sells

1 +$263M
2 +$98.2M
3 +$68.4M
4
MCD icon
McDonald's
MCD
+$66.2M
5
UNH icon
UnitedHealth
UNH
+$60.4M

Sector Composition

1 Technology 32.02%
2 Financials 17.25%
3 Consumer Discretionary 9.83%
4 Healthcare 9.66%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$3.56M 0.01%
65,124
+5,690
702
$3.53M 0.01%
142,900
+19,979
703
$3.52M 0.01%
355,112
+12,339
704
$3.51M 0.01%
34,747
+1,471
705
$3.49M 0.01%
8,082
+120
706
$3.49M 0.01%
98,814
-12,732
707
$3.48M 0.01%
197,810
+83,981
708
$3.46M 0.01%
140,495
+4,815
709
$3.45M 0.01%
99,475
+8,881
710
$3.44M 0.01%
20,631
+939
711
$3.42M 0.01%
16,649
+899
712
$3.41M 0.01%
37,306
+6,507
713
$3.4M 0.01%
40,802
+739
714
$3.39M 0.01%
20,393
+1,398
715
$3.36M 0.01%
10,570
-2,951
716
$3.33M 0.01%
18,053
+764
717
$3.32M 0.01%
39,373
+4,825
718
$3.32M 0.01%
148,669
-5,427
719
$3.31M 0.01%
121,256
+6,551
720
$3.3M 0.01%
58,208
+7,874
721
$3.3M 0.01%
47,885
+5,169
722
$3.3M 0.01%
29,159
+1,743
723
$3.29M 0.01%
95,841
+6,804
724
$3.29M 0.01%
42,775
+5,400
725
$3.28M 0.01%
57,014
+1,761