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
$11.2B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,601
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$17.9M
3
+$15.5M
4
ELV icon
Elevance Health
ELV
+$15.5M
5
PH icon
Parker-Hannifin
PH
+$14.6M

Top Sells

1
+$22.7M
2
+$19.9M
3
+$16.7M
4
SEDG icon
SolarEdge
SEDG
+$16.4M
5
AAPL icon
Apple
AAPL
+$14.6M

Sector Composition

1 Financials 19.7%
2 Technology 17.27%
3 Healthcare 12.64%
4 Consumer Discretionary 10.3%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$653K 0.01%
53,177
+32,774
852
$644K 0.01%
110,538
+6,800
853
$643K 0.01%
21,197
+13,340
854
$638K 0.01%
10,224
-200
855
$635K 0.01%
87,217
856
$625K 0.01%
124,102
857
$623K 0.01%
16,060
858
$623K 0.01%
19,848
+13,000
859
$622K 0.01%
29,486
860
$616K 0.01%
303
+15
861
$614K 0.01%
211,987
-3,034
862
$613K 0.01%
4,075
-267
863
$609K 0.01%
17,641
-3,950
864
$605K 0.01%
2,885
+463
865
$602K 0.01%
105,806
+6,900
866
$599K 0.01%
25,508
+15,200
867
$595K 0.01%
21,626
-5,826
868
$590K 0.01%
34,502
+21,000
869
$589K 0.01%
21,531
+13,630
870
$588K 0.01%
13,494
871
$579K 0.01%
223,193
-4,934
872
$579K 0.01%
2,607
+562
873
$578K 0.01%
+28,200
874
$571K 0.01%
29,782
+17,800
875
$568K 0.01%
34,409
33 34
35
36 37