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
1201
$86K ﹤0.01%
1,711
1202
$86K ﹤0.01%
1,421
1203
$86K ﹤0.01%
6,366
1204
$86K ﹤0.01%
1,796
1205
$86K ﹤0.01%
14,058
1206
$86K ﹤0.01%
3,703
+89
1207
$85K ﹤0.01%
1,159
+772
1208
$85K ﹤0.01%
5,363
+4,800
1209
$85K ﹤0.01%
9,430
1210
$85K ﹤0.01%
3,710
1211
$85K ﹤0.01%
2,480
1212
$84K ﹤0.01%
5,440
1213
$84K ﹤0.01%
3,678
1214
$84K ﹤0.01%
2,478
1215
$84K ﹤0.01%
6,126
-822
1216
$84K ﹤0.01%
1,412
1217
$84K ﹤0.01%
2,621
1218
$84K ﹤0.01%
1,533
1219
$84K ﹤0.01%
4,153
1220
$84K ﹤0.01%
2,845
1221
$84K ﹤0.01%
2,236
1222
$84K ﹤0.01%
2,241
1223
$83K ﹤0.01%
4,816
+1,491
1224
$83K ﹤0.01%
2,148
-559
1225
$83K ﹤0.01%
4,226
47 48
49
50 51