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
1301
$72K ﹤0.01%
1,526
1302
$72K ﹤0.01%
1,177
1303
$71K ﹤0.01%
5,069
1304
$71K ﹤0.01%
2,029
1305
$70K ﹤0.01%
2,305
1306
$70K ﹤0.01%
277
-342
1307
$70K ﹤0.01%
3,162
+1,448
1308
$70K ﹤0.01%
3,355
1309
$70K ﹤0.01%
+2,500
1310
$70K ﹤0.01%
1,784
1311
$70K ﹤0.01%
2,285
1312
$70K ﹤0.01%
1,312
1313
$70K ﹤0.01%
3,401
1314
$69K ﹤0.01%
11,190
1315
$69K ﹤0.01%
+1,100
1316
$69K ﹤0.01%
7,295
1317
$69K ﹤0.01%
5,258
1318
$69K ﹤0.01%
1,105
1319
$69K ﹤0.01%
216
+8
1320
$69K ﹤0.01%
+4,800
1321
$69K ﹤0.01%
3,614
1322
$69K ﹤0.01%
767
1323
$69K ﹤0.01%
2,598
1324
$69K ﹤0.01%
80
+69
1325
$68K ﹤0.01%
763
51 52
53
54 55