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
$7.69B
AUM Growth
-$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,624
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$19.9M
3
+$16.8M
4
ROK icon
Rockwell Automation
ROK
+$15M
5
VDE icon
Vanguard Energy ETF
VDE
+$14.9M

Top Sells

1
+$51.4M
2
+$21M
3
+$19.8M
4
AET
Aetna Inc
AET
+$19.5M
5
RTX icon
RTX Corp
RTX
+$18.9M

Sector Composition

1 Financials 20.35%
2 Healthcare 14.04%
3 Technology 13.65%
4 Consumer Discretionary 8.65%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$83K ﹤0.01%
1,832
1227
$83K ﹤0.01%
807
1228
$83K ﹤0.01%
3,009
1229
$83K ﹤0.01%
+1,000
1230
$83K ﹤0.01%
1,151
1231
$82K ﹤0.01%
+6,400
1232
$82K ﹤0.01%
13,267
1233
$82K ﹤0.01%
1,751
1234
$81K ﹤0.01%
158
1235
$81K ﹤0.01%
1,029
1236
$81K ﹤0.01%
3,216
-11,850
1237
$81K ﹤0.01%
2,806
1238
$81K ﹤0.01%
+2,800
1239
$81K ﹤0.01%
1,587
1240
$81K ﹤0.01%
+189
1241
$80K ﹤0.01%
1,206
1242
$80K ﹤0.01%
575
1243
$80K ﹤0.01%
4,633
1244
$80K ﹤0.01%
1,595
+97
1245
$80K ﹤0.01%
+7,100
1246
$80K ﹤0.01%
3,476
1247
$80K ﹤0.01%
3,186
1248
$79K ﹤0.01%
1,363
1249
$79K ﹤0.01%
4,488
1250
$79K ﹤0.01%
1,892
+1,140
48 49
50
51 52