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 13.72%
4 Consumer Discretionary 8.65%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32.9M 0.43%
1,727,137
+347,053
52
$32.6M 0.42%
891,946
-26,371
53
$32.4M 0.42%
2,443,468
-173,204
54
$31.9M 0.42%
792,059
-474,660
55
$31.2M 0.41%
271,450
+130,546
56
$31M 0.4%
5,996,175
+1,425,633
57
$30.8M 0.4%
251,873
-170,091
58
$28.8M 0.38%
174,561
+37,026
59
$28.5M 0.37%
358,437
+136,764
60
$28.4M 0.37%
1,092,660
+248,918
61
$28.2M 0.37%
185,545
-13,170
62
$26.4M 0.34%
617,696
+12,038
63
$26.1M 0.34%
298,747
+12,528
64
$25.5M 0.33%
172,725
-64,324
65
$25.1M 0.33%
222,948
+30,364
66
$24.7M 0.32%
312,321
-90,476
67
$24.1M 0.31%
165,790
-3,085
68
$24M 0.31%
322,982
-512
69
$23.9M 0.31%
283,040
-143,857
70
$23.8M 0.31%
304,540
-386
71
$23.6M 0.31%
307,255
+198,840
72
$23.4M 0.31%
359,065
+117,247
73
$23.4M 0.3%
479,260
+26,814
74
$23.2M 0.3%
158,500
-86,230
75
$22.9M 0.3%
363,508
-7,254
1 2
3
4 5