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
1201
$85K ﹤0.01%
9,806
1202
$84K ﹤0.01%
1,923
1203
$84K ﹤0.01%
1,832
+479
1204
$84K ﹤0.01%
807
1205
$84K ﹤0.01%
3,972
1206
$84K ﹤0.01%
13,267
1207
$83K ﹤0.01%
1,479
1208
$83K ﹤0.01%
1,571
1209
$83K ﹤0.01%
893
+238
1210
$83K ﹤0.01%
2,480
+734
1211
$83K ﹤0.01%
1,711
+550
1212
$83K ﹤0.01%
2,176
1213
$82K ﹤0.01%
3,010
1214
$82K ﹤0.01%
7,024
1215
$82K ﹤0.01%
6,804
+1,953
1216
$82K ﹤0.01%
2,241
+697
1217
$82K ﹤0.01%
1,533
1218
$82K ﹤0.01%
2,845
1219
$81K ﹤0.01%
1,656
1220
$81K ﹤0.01%
2,000
-13,366
1221
$81K ﹤0.01%
3,962
+1,212
1222
$81K ﹤0.01%
2,175
1223
$81K ﹤0.01%
5,197
1224
$81K ﹤0.01%
1,363
+478
1225
$81K ﹤0.01%
1,716
47 48
49
50 51