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
$3.05B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,024
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$21.2M
3
+$13.3M
4
MON
Monsanto Co
MON
+$10.9M
5
CVX icon
Chevron
CVX
+$4.88M

Top Sells

1
+$27.4M
2
+$24.7M
3
+$18.1M
4
BIIB icon
Biogen
BIIB
+$17.3M
5
HD icon
Home Depot
HD
+$13.4M

Sector Composition

1 Financials 21.22%
2 Technology 14.03%
3 Healthcare 11.8%
4 Energy 11.08%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-25,000
1002
– –
-60,000
1003
– –
-70,000
1004
– –
-38,000
1005
– –
-150,000
1006
– –
-87,400
1007
– –
-8,000
1008
– –
-40,000
1009
– –
-50,000
1010
– –
-780
1011
– –
-300,000
1012
– –
-33,000
1013
– –
-200,000
1014
– –
-9,000
1015
– –
-12,100
1016
– –
-40,000
1017
– –
-16,962
1018
– –
-70,000
1019
– –
-40,000
1020
– –
-45,000
1021
– –
-22,705
1022
– –
-40,000
1023
– –
-11,000
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