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 13.65%
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%
13,267
1232
$82K ﹤0.01%
1,751
1233
$82K ﹤0.01%
+6,400
1234
$81K ﹤0.01%
2,806
1235
$81K ﹤0.01%
+2,800
1236
$81K ﹤0.01%
1,587
1237
$81K ﹤0.01%
+189
1238
$81K ﹤0.01%
158
1239
$81K ﹤0.01%
1,029
1240
$81K ﹤0.01%
3,216
-11,850
1241
$80K ﹤0.01%
4,633
1242
$80K ﹤0.01%
1,595
+97
1243
$80K ﹤0.01%
+7,100
1244
$80K ﹤0.01%
1,206
1245
$80K ﹤0.01%
3,476
1246
$80K ﹤0.01%
3,186
1247
$80K ﹤0.01%
575
1248
$79K ﹤0.01%
4,488
1249
$79K ﹤0.01%
1,892
+1,140
1250
$79K ﹤0.01%
3,296
-215,595
48 49
50
51 52