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
$11.2B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,601
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$17.9M
3
+$15.5M
4
ELV icon
Elevance Health
ELV
+$15.5M
5
PH icon
Parker-Hannifin
PH
+$14.6M

Top Sells

1
+$22.7M
2
+$19.9M
3
+$16.7M
4
SEDG icon
SolarEdge
SEDG
+$16.4M
5
AAPL icon
Apple
AAPL
+$14.6M

Sector Composition

1 Financials 19.7%
2 Technology 17.27%
3 Healthcare 12.64%
4 Consumer Discretionary 10.3%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$211K ﹤0.01%
1,778
1202
$211K ﹤0.01%
13,005
+1,203
1203
$211K ﹤0.01%
4,478
-398
1204
$210K ﹤0.01%
1,628
+391
1205
$210K ﹤0.01%
5,765
1206
$210K ﹤0.01%
39,550
+7,472
1207
$209K ﹤0.01%
12,445
1208
$208K ﹤0.01%
2,847
-1
1209
$208K ﹤0.01%
6,172
-3,500
1210
$208K ﹤0.01%
2,537
1211
$208K ﹤0.01%
4,926
-18,342
1212
$207K ﹤0.01%
2,492
1213
$207K ﹤0.01%
16,204
+1,197
1214
$206K ﹤0.01%
5,028
+886
1215
$206K ﹤0.01%
3,912
-313
1216
$204K ﹤0.01%
3,521
+647
1217
$204K ﹤0.01%
62,157
+9,809
1218
$203K ﹤0.01%
10,199
1219
$203K ﹤0.01%
5,907
1220
$203K ﹤0.01%
3,697
1221
$202K ﹤0.01%
49,544
1222
$202K ﹤0.01%
3,265
1223
$202K ﹤0.01%
1,941
1224
$201K ﹤0.01%
2,601
+423
1225
$199K ﹤0.01%
10,461
47 48
49
50 51