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
1026
$124K ﹤0.01%
13,535
+1,683
1027
$123K ﹤0.01%
3,954
1028
$123K ﹤0.01%
2,120
1029
$123K ﹤0.01%
6,070
1030
$123K ﹤0.01%
5,750
+461
1031
$122K ﹤0.01%
4,149
+922
1032
$122K ﹤0.01%
1,971
1033
$122K ﹤0.01%
2,143
1034
$122K ﹤0.01%
3,023
1035
$121K ﹤0.01%
2,383
+164
1036
$121K ﹤0.01%
4,487
+1,500
1037
$120K ﹤0.01%
1,669
+208
1038
$119K ﹤0.01%
3,387
1039
$119K ﹤0.01%
1,978
1040
$119K ﹤0.01%
1,263
1041
$119K ﹤0.01%
9,526
-31,503
1042
$119K ﹤0.01%
22,950
-4,196
1043
$118K ﹤0.01%
5,480
+242
1044
$118K ﹤0.01%
1,533
1045
$118K ﹤0.01%
1,079
1046
$118K ﹤0.01%
2,706
1047
$118K ﹤0.01%
2,138
1048
$118K ﹤0.01%
22,997
1049
$118K ﹤0.01%
11,734
1050
$117K ﹤0.01%
1,454
+949
40 41
42
43 44