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 13.72%
4 Consumer Discretionary 8.65%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$16.6M 0.22%
508,847
-10,805
102
$16.6M 0.22%
1,358,043
+193,538
103
$16.6M 0.22%
383,576
+86,220
104
$16.4M 0.21%
222,659
+11,239
105
$16.3M 0.21%
485,237
+162,148
106
$16.3M 0.21%
170,908
+19,506
107
$16.2M 0.21%
357,973
+176,412
108
$16.1M 0.21%
204,553
-26,855
109
$16.1M 0.21%
405,087
+200,146
110
$15.8M 0.21%
139,838
+327
111
$15.4M 0.2%
+161,877
112
$15.1M 0.2%
555,301
-645,995
113
$15M 0.2%
194,805
-156,302
114
$14.9M 0.19%
164,500
-5,895
115
$14.8M 0.19%
403,256
-56,591
116
$14.7M 0.19%
361,262
+159,992
117
$14.6M 0.19%
69,601
+2,636
118
$14.5M 0.19%
935,170
+180,920
119
$14.4M 0.19%
405,373
-20,254
120
$14.3M 0.19%
340,316
-6,864
121
$14.3M 0.19%
109,262
-17,950
122
$14.1M 0.18%
317,491
-33,416
123
$14M 0.18%
209,200
+39,803
124
$13.9M 0.18%
169,362
+45,901
125
$13.7M 0.18%
275,117
-62,090
3 4
5
6 7