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
901
$231K ﹤0.01%
25,073
902
$227K ﹤0.01%
7,718
+3,090
903
$222K ﹤0.01%
13,148
+633
904
$215K ﹤0.01%
30,000
905
$213K ﹤0.01%
3,202
906
$212K ﹤0.01%
1,261
907
$212K ﹤0.01%
4,405
+482
908
$208K ﹤0.01%
6,417
+610
909
$207K ﹤0.01%
5,927
+325
910
$205K ﹤0.01%
6,753
+2,600
911
$204K ﹤0.01%
6,920
-17,712
912
$204K ﹤0.01%
4,108
+307
913
$203K ﹤0.01%
13,358
+2,862
914
$202K ﹤0.01%
2,333
+800
915
$200K ﹤0.01%
7,227
+396
916
$196K ﹤0.01%
4,195
-18,409
917
$196K ﹤0.01%
1,107
918
$195K ﹤0.01%
2,141
919
$191K ﹤0.01%
46,424
920
$188K ﹤0.01%
4,965
-1,534
921
$188K ﹤0.01%
8,600
922
$186K ﹤0.01%
4,415
923
$185K ﹤0.01%
4,950
-58,640
924
$185K ﹤0.01%
1,340
+253
925
$184K ﹤0.01%
5,279
35 36
37
38 39