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
951
$155K ﹤0.01%
3,923
-40
952
$155K ﹤0.01%
20,200
953
$154K ﹤0.01%
66,187
+878
954
$154K ﹤0.01%
3,112
955
$153K ﹤0.01%
1,134
956
$153K ﹤0.01%
10,820
957
$151K ﹤0.01%
1,435
958
$151K ﹤0.01%
1,087
959
$151K ﹤0.01%
4,212
960
$149K ﹤0.01%
4,508
-57
961
$147K ﹤0.01%
2,121
962
$147K ﹤0.01%
4,410
963
$146K ﹤0.01%
2,240
964
$146K ﹤0.01%
3,724
965
$144K ﹤0.01%
9,317
966
$143K ﹤0.01%
1,346
967
$143K ﹤0.01%
9,926
968
$142K ﹤0.01%
8,380
969
$142K ﹤0.01%
733
970
$140K ﹤0.01%
6,890
-90
971
$140K ﹤0.01%
4,311
972
$140K ﹤0.01%
3,361
+874
973
$140K ﹤0.01%
684
974
$139K ﹤0.01%
2,006
975
$139K ﹤0.01%
2,686
37 38
39
40 41