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
751
$693K 0.01%
19,516
+285
752
$693K 0.01%
27,199
-49,109
753
$685K 0.01%
4,575
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754
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755
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34,002
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756
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11,568
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757
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28,279
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$652K 0.01%
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759
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17,097
760
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762
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26,873
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7,896
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764
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42,146
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765
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13,587
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14,233
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770
$610K 0.01%
18,555
771
$600K 0.01%
50,200
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772
$599K 0.01%
4,796
773
$598K 0.01%
77,309
-13,039
774
$598K 0.01%
21,625
775
$597K 0.01%
47,464
+8,102
29 30
31
32 33