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
726
$780K 0.01%
13,904
+10,048
727
$772K 0.01%
64,581
-1,395
728
$770K 0.01%
19,394
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729
$769K 0.01%
13,808
730
$764K 0.01%
35,268
+496
731
$753K 0.01%
173,050
+147,000
732
$751K 0.01%
22,980
-29,818
733
$746K 0.01%
30,628
-919
734
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11,105
735
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13,211
736
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15,085
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737
$743K 0.01%
31,613
738
$741K 0.01%
18,057
739
$737K 0.01%
40,027
+5,000
740
$731K 0.01%
36,851
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741
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8,936
742
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743
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17,345
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744
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14,669
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745
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10,786
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746
$709K 0.01%
149,282
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747
$706K 0.01%
10,831
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748
$703K 0.01%
15,309
-600
749
$702K 0.01%
42,625
+33,308
750
$700K 0.01%
32,645
-24,555
28 29
30
31 32