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
1226
$80K ﹤0.01%
2,185
+663
1227
$80K ﹤0.01%
1,990
+595
1228
$80K ﹤0.01%
1,143
1229
$80K ﹤0.01%
2,457
+779
1230
$79K ﹤0.01%
745
+241
1231
$79K ﹤0.01%
4,226
+1,367
1232
$79K ﹤0.01%
1,412
1233
$79K ﹤0.01%
4,633
+1,569
1234
$79K ﹤0.01%
10,346
1235
$79K ﹤0.01%
7,414
1236
$79K ﹤0.01%
1,312
+445
1237
$79K ﹤0.01%
1,206
1238
$78K ﹤0.01%
2,256
1239
$78K ﹤0.01%
2,935
1240
$78K ﹤0.01%
5,642
+1,018
1241
$78K ﹤0.01%
3,459
1242
$77K ﹤0.01%
11,870
-119,000
1243
$77K ﹤0.01%
5,436
1244
$77K ﹤0.01%
6,193
1245
$77K ﹤0.01%
2,285
+757
1246
$77K ﹤0.01%
968
1247
$76K ﹤0.01%
2,730
1248
$76K ﹤0.01%
1,683
1249
$76K ﹤0.01%
2,074
1250
$75K ﹤0.01%
2,786
48 49
50
51 52