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
951
$162K ﹤0.01%
3,402
+307
952
$161K ﹤0.01%
1,567
953
$160K ﹤0.01%
11,870
954
$157K ﹤0.01%
8,340
+506
955
$157K ﹤0.01%
9,926
956
$156K ﹤0.01%
25,416
957
$156K ﹤0.01%
1,076
958
$156K ﹤0.01%
3,623
959
$155K ﹤0.01%
2,297
960
$154K ﹤0.01%
733
961
$153K ﹤0.01%
1,898
962
$153K ﹤0.01%
1,435
963
$152K ﹤0.01%
7,038
+148
964
$152K ﹤0.01%
2,006
965
$151K ﹤0.01%
2,259
966
$151K ﹤0.01%
5,424
+435
967
$151K ﹤0.01%
2,200
968
$150K ﹤0.01%
7,637
969
$149K ﹤0.01%
2,240
970
$149K ﹤0.01%
5,499
971
$146K ﹤0.01%
4,212
972
$145K ﹤0.01%
2,192
973
$145K ﹤0.01%
2,682
974
$145K ﹤0.01%
684
975
$144K ﹤0.01%
5,420
37 38
39
40 41