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
101
$16.8M 0.21%
388,840
-38,082
102
$16.7M 0.21%
425,627
-1,202
103
$16.7M 0.21%
231,408
-8,715
104
$16.6M 0.21%
435,264
-40,586
105
$16.5M 0.21%
131,089
-2,511
106
$16.3M 0.21%
85,442
-9,800
107
$16.1M 0.2%
139,511
-3,438
108
$16M 0.2%
140,904
+21,344
109
$15.6M 0.2%
987,250
-25,414
110
$15.5M 0.2%
151,402
+38,030
111
$15.4M 0.2%
+143,422
112
$15.3M 0.19%
211,420
-358
113
$15.2M 0.19%
170,395
+8,086
114
$15.2M 0.19%
127,212
+8,853
115
$14.9M 0.19%
625,462
+4,349
116
$14.8M 0.19%
1,624,038
-2,602,446
117
$14.8M 0.19%
+109,450
118
$14.6M 0.19%
195,108
+6,448
119
$14.5M 0.18%
241,818
-12,050
120
$14.5M 0.18%
92,300
+2,883
121
$14.4M 0.18%
164,481
-8,196
122
$14.1M 0.18%
459,847
-14,587
123
$14M 0.18%
228,481
+2,645
124
$14M 0.18%
350,907
+7,070
125
$13.9M 0.18%
4,570,542
+3,164,192
3 4
5
6 7