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
801
$508K 0.01%
15,979
+12,000
802
$508K 0.01%
13,087
-163
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18,910
-132,787
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805
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9,071
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806
$498K 0.01%
26,239
-8,482
807
$497K 0.01%
40,905
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808
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6,708
809
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810
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811
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11,042
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813
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$467K 0.01%
160,192
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815
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817
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82,989
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819
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820
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13,815
821
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20,365
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$429K 0.01%
17,161
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$427K 0.01%
190
-2
824
$426K 0.01%
28,903
-1,363
825
$425K 0.01%
17,878
-46,485
31 32
33
34 35