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
901
$222K ﹤0.01%
8,022
+842
902
$219K ﹤0.01%
1,532
+1,107
903
$218K ﹤0.01%
2,033
904
$214K ﹤0.01%
11,978
-18,870
905
$213K ﹤0.01%
2,530
906
$209K ﹤0.01%
7,858
+225
907
$207K ﹤0.01%
20,000
+10,000
908
$206K ﹤0.01%
7,086
909
$203K ﹤0.01%
11,481
-4,200
910
$201K ﹤0.01%
13,174
911
$200K ﹤0.01%
1,520
912
$198K ﹤0.01%
12,515
+26
913
$196K ﹤0.01%
3,202
914
$191K ﹤0.01%
8,112
915
$191K ﹤0.01%
3,856
+515
916
$188K ﹤0.01%
2,399
917
$186K ﹤0.01%
6,130
918
$185K ﹤0.01%
619
919
$183K ﹤0.01%
3,085
920
$181K ﹤0.01%
2,531
+152
921
$180K ﹤0.01%
7,253
922
$180K ﹤0.01%
4,471
923
$178K ﹤0.01%
205
924
$177K ﹤0.01%
102
-130
925
$175K ﹤0.01%
30,000
35 36
37
38 39