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
$7.89B
AUM Growth
-$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,617
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$16.5M
3
+$15.4M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$14.8M
5
BWA icon
BorgWarner
BWA
+$13.3M

Top Sells

1
+$23.8M
2
+$20.7M
3
+$12.1M
4
JPM icon
JPMorgan Chase
JPM
+$9.05M
5
CVS icon
CVS Health
CVS
+$8.47M

Sector Composition

1 Financials 23.3%
2 Technology 14.13%
3 Healthcare 13.56%
4 Consumer Discretionary 8.15%
5 Industrials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$379K ﹤0.01%
13,253
-1,730
852
$378K ﹤0.01%
9,383
-85,204
853
$378K ﹤0.01%
11,286
+1,467
854
$375K ﹤0.01%
7,542
855
$359K ﹤0.01%
7,693
856
$359K ﹤0.01%
3,358
857
$358K ﹤0.01%
3,943
-11,996
858
$348K ﹤0.01%
757
+579
859
$344K ﹤0.01%
11,769
860
$336K ﹤0.01%
6,231
+405
861
$320K ﹤0.01%
2,582
+17
862
$318K ﹤0.01%
39,362
-45,000
863
$315K ﹤0.01%
17,034
-8,000
864
$314K ﹤0.01%
20,023
-895
865
$313K ﹤0.01%
12,064
+1,940
866
$313K ﹤0.01%
5,129
867
$312K ﹤0.01%
6,677
868
$305K ﹤0.01%
6,597
+604
869
$303K ﹤0.01%
2,841
-24
870
$303K ﹤0.01%
4,973
871
$303K ﹤0.01%
9,137
+5,445
872
$302K ﹤0.01%
14,639
+12,785
873
$299K ﹤0.01%
8,483
-6
874
$297K ﹤0.01%
4,839
875
$296K ﹤0.01%
36,196
33 34
35
36 37