Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $29B
1-Year Est. Return 26.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.68%
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
+$21.9M
2
+$19.9M
3
+$16.8M
4
ROK icon
Rockwell Automation
ROK
+$15M
5
VDE icon
Vanguard Energy ETF
VDE
+$14.9M

Top Sells

1
+$51.4M
2
+$21M
3
+$19.8M
4
AET
Aetna Inc
AET
+$19.5M
5
RTX icon
RTX Corp
RTX
+$18.9M

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
803
$500K 0.01%
18,910
-132,787
804
$500K 0.01%
10,719
+9,898
805
$499K 0.01%
9,071
-738
806
$498K 0.01%
26,239
-8,482
807
$497K 0.01%
40,905
+40,000
808
$491K 0.01%
6,708
809
$481K 0.01%
16,998
810
$478K 0.01%
6,838
811
$472K 0.01%
9,656
-2,539
812
$471K 0.01%
11,042
-6,000
813
$468K 0.01%
11,555
-23,155
814
$467K 0.01%
160,192
+12,600
815
$465K 0.01%
10,064
-1,066
816
$463K 0.01%
5,162
817
$457K 0.01%
23,444
-1,718
818
$452K 0.01%
82,989
+80,000
819
$442K 0.01%
11,008
820
$441K 0.01%
13,815
821
$432K 0.01%
20,365
+320
822
$429K 0.01%
17,161
+3,426
823
$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