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
1051
$117K ﹤0.01%
2,090
+374
1052
$117K ﹤0.01%
17,517
1053
$116K ﹤0.01%
2,128
+1,400
1054
$116K ﹤0.01%
1,096
+81
1055
$116K ﹤0.01%
3,978
1056
$116K ﹤0.01%
1,956
1057
$116K ﹤0.01%
7,016
1058
$116K ﹤0.01%
3,052
+2,294
1059
$116K ﹤0.01%
1,725
1060
$116K ﹤0.01%
8,575
+6,500
1061
$115K ﹤0.01%
1,401
1062
$115K ﹤0.01%
1,413
1063
$114K ﹤0.01%
5,812
1064
$114K ﹤0.01%
2,343
1065
$114K ﹤0.01%
1,357
1066
$114K ﹤0.01%
3,629
+280
1067
$114K ﹤0.01%
2,258
1068
$114K ﹤0.01%
2,383
1069
$114K ﹤0.01%
+6,258
1070
$113K ﹤0.01%
2,243
+1,500
1071
$112K ﹤0.01%
5,898
+582
1072
$111K ﹤0.01%
3,774
+342
1073
$111K ﹤0.01%
+3,267
1074
$111K ﹤0.01%
1,914
+1,400
1075
$111K ﹤0.01%
+1,920
41 42
43
44 45