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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $46B
1-Year Est. Return 28.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.5B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,623
New
Increased
Reduced
Closed

Top Buys

1 +$172M
2 +$117M
3 +$60.5M
4
CVS icon
CVS Health
CVS
+$60.1M
5
CRS icon
Carpenter Technology
CRS
+$40.4M

Top Sells

1 +$263M
2 +$98.2M
3 +$68.4M
4
MCD icon
McDonald's
MCD
+$66.2M
5
UNH icon
UnitedHealth
UNH
+$60.4M

Sector Composition

1 Technology 32.02%
2 Financials 17.25%
3 Consumer Discretionary 9.83%
4 Healthcare 9.66%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$1.12M ﹤0.01%
50,230
+1,895
1202
$1.12M ﹤0.01%
7,604
-804
1203
$1.12M ﹤0.01%
9,940
+595
1204
$1.11M ﹤0.01%
13,264
1205
$1.11M ﹤0.01%
11,768
+713
1206
$1.11M ﹤0.01%
40,083
+8,487
1207
$1.11M ﹤0.01%
11,326
+782
1208
$1.1M ﹤0.01%
17,396
1209
$1.09M ﹤0.01%
+32,373
1210
$1.09M ﹤0.01%
40,446
+937
1211
$1.09M ﹤0.01%
18,032
-7,000
1212
$1.09M ﹤0.01%
21,235
-29,017
1213
$1.09M ﹤0.01%
20,368
-2,605
1214
$1.09M ﹤0.01%
59,811
-20,627
1215
$1.08M ﹤0.01%
24,051
1216
$1.08M ﹤0.01%
10,726
+1,074
1217
$1.08M ﹤0.01%
15,657
+4,299
1218
$1.08M ﹤0.01%
200,015
1219
$1.07M ﹤0.01%
20,675
-37
1220
$1.07M ﹤0.01%
14,058
+2,535
1221
$1.06M ﹤0.01%
48,871
1222
$1.06M ﹤0.01%
77,869
+5,181
1223
$1.06M ﹤0.01%
79,891
-9,759
1224
$1.06M ﹤0.01%
17,806
+2,890
1225
$1.06M ﹤0.01%
28,361
-2,775