Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $29B
1-Year Est. Return 26.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.68%
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
+$21.9M
2
+$19.9M
3
+$16.8M
4
ROK icon
Rockwell Automation
ROK
+$15M
5
VDE icon
Vanguard Energy ETF
VDE
+$14.9M

Top Sells

1
+$51.4M
2
+$21M
3
+$19.8M
4
AET
Aetna Inc
AET
+$19.5M
5
RTX icon
RTX Corp
RTX
+$18.9M

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
1101
$104K ﹤0.01%
739
1102
$104K ﹤0.01%
3,130
-10,696
1103
$104K ﹤0.01%
11,825
1104
$104K ﹤0.01%
2,535
1105
$103K ﹤0.01%
6,018
1106
$103K ﹤0.01%
1,791
1107
$103K ﹤0.01%
5,820
-5,000
1108
$103K ﹤0.01%
9,806
1109
$103K ﹤0.01%
3,174
1110
$103K ﹤0.01%
2,000
1111
$103K ﹤0.01%
3,149
1112
$103K ﹤0.01%
4,345
1113
$102K ﹤0.01%
1,611
1114
$102K ﹤0.01%
3,351
+2,500
1115
$102K ﹤0.01%
1,025
1116
$102K ﹤0.01%
1,422
1117
$101K ﹤0.01%
7,542
1118
$101K ﹤0.01%
1,434
1119
$101K ﹤0.01%
1,143
1120
$101K ﹤0.01%
2,928
-3,420
1121
$101K ﹤0.01%
2,433
1122
$101K ﹤0.01%
9,885
+1,029
1123
$101K ﹤0.01%
4,959
1124
$100K ﹤0.01%
1,126
1125
$100K ﹤0.01%
1,593
43 44
45
46 47