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
1251
$79K ﹤0.01%
+4,600
1252
$79K ﹤0.01%
2,637
-4,246
1253
$79K ﹤0.01%
1,429
-249
1254
$79K ﹤0.01%
2,074
1255
$79K ﹤0.01%
1,363
1256
$78K ﹤0.01%
4,607
+1,394
1257
$78K ﹤0.01%
545
1258
$78K ﹤0.01%
2,737
+921
1259
$78K ﹤0.01%
1,299
1260
$78K ﹤0.01%
1,052
1261
$78K ﹤0.01%
3,962
1262
$78K ﹤0.01%
+1,200
1263
$78K ﹤0.01%
2,823
1264
$77K ﹤0.01%
2,891
1265
$77K ﹤0.01%
2,786
1266
$77K ﹤0.01%
730
-1,800
1267
$77K ﹤0.01%
3,167
-29,441
1268
$77K ﹤0.01%
1,312
1269
$77K ﹤0.01%
2,436
1270
$77K ﹤0.01%
1,223
1271
$77K ﹤0.01%
8,292
+3,052
1272
$77K ﹤0.01%
2,089
1273
$76K ﹤0.01%
2,730
1274
$76K ﹤0.01%
3,763
1275
$76K ﹤0.01%
+55
49 50
51
52 53