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
1076
$107K ﹤0.01%
1,971
1077
$107K ﹤0.01%
1,111
1078
$107K ﹤0.01%
2,143
1079
$107K ﹤0.01%
5,763
+1,887
1080
$106K ﹤0.01%
1,401
1081
$106K ﹤0.01%
1,432
1082
$106K ﹤0.01%
5,393
1083
$106K ﹤0.01%
1,678
-32
1084
$106K ﹤0.01%
3,178
-1,333
1085
$106K ﹤0.01%
3,681
1086
$106K ﹤0.01%
3,023
1087
$106K ﹤0.01%
1,424
1088
$106K ﹤0.01%
1,880
+446
1089
$105K ﹤0.01%
4,168
1090
$105K ﹤0.01%
1,413
+352
1091
$105K ﹤0.01%
10,720
+10,400
1092
$105K ﹤0.01%
14,212
1093
$105K ﹤0.01%
5,699
+5,000
1094
$104K ﹤0.01%
1,422
1095
$104K ﹤0.01%
9,381
+3,022
1096
$104K ﹤0.01%
4,959
1097
$104K ﹤0.01%
1,075
1098
$103K ﹤0.01%
3,678
1099
$103K ﹤0.01%
3,063
1100
$103K ﹤0.01%
1,357
+355
42 43
44
45 46