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
1101
$104K ﹤0.01%
11,825
1102
$104K ﹤0.01%
1,457
1103
$104K ﹤0.01%
739
1104
$104K ﹤0.01%
2,535
1105
$103K ﹤0.01%
6,018
1106
$103K ﹤0.01%
3,174
1107
$103K ﹤0.01%
2,000
1108
$103K ﹤0.01%
3,149
1109
$103K ﹤0.01%
4,345
1110
$103K ﹤0.01%
1,791
1111
$103K ﹤0.01%
5,820
-5,000
1112
$103K ﹤0.01%
9,806
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%
2,433
1118
$101K ﹤0.01%
9,885
+1,029
1119
$101K ﹤0.01%
4,959
1120
$101K ﹤0.01%
7,542
1121
$101K ﹤0.01%
1,434
1122
$101K ﹤0.01%
1,143
1123
$101K ﹤0.01%
2,928
-3,420
1124
$100K ﹤0.01%
5,699
1125
$100K ﹤0.01%
1,126
43 44
45
46 47