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
1126
$100K ﹤0.01%
1,593
1127
$100K ﹤0.01%
5,332
1128
$100K ﹤0.01%
10,720
1129
$100K ﹤0.01%
242
1130
$100K ﹤0.01%
2,264
1131
$99K ﹤0.01%
1,432
1132
$99K ﹤0.01%
4,181
1133
$99K ﹤0.01%
5,552
1134
$99K ﹤0.01%
6,413
1135
$99K ﹤0.01%
2,076
1136
$99K ﹤0.01%
808
1137
$98K ﹤0.01%
1,536
1138
$98K ﹤0.01%
5,621
1139
$98K ﹤0.01%
2,224
1140
$98K ﹤0.01%
1,595
1141
$98K ﹤0.01%
2,577
1142
$97K ﹤0.01%
3,010
1143
$97K ﹤0.01%
7,024
1144
$97K ﹤0.01%
4,849
+3,800
1145
$97K ﹤0.01%
9,982
1146
$96K ﹤0.01%
+4,700
1147
$96K ﹤0.01%
2,481
1148
$96K ﹤0.01%
1,881
1149
$96K ﹤0.01%
5,000
+4,300
1150
$96K ﹤0.01%
2,116
44 45
46
47 48