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
1401
$60K ﹤0.01%
2,065
+1,036
1402
$60K ﹤0.01%
2,015
1403
$59K ﹤0.01%
1,275
1404
$59K ﹤0.01%
952
1405
$59K ﹤0.01%
21
-50
1406
$58K ﹤0.01%
+9,712
1407
$58K ﹤0.01%
+18,960
1408
$58K ﹤0.01%
1,729
+868
1409
$58K ﹤0.01%
5,981
1410
$58K ﹤0.01%
1,161
1411
$58K ﹤0.01%
1,118
1412
$57K ﹤0.01%
3,497
1413
$57K ﹤0.01%
1,701
1414
$57K ﹤0.01%
1,259
-1
1415
$57K ﹤0.01%
875
1416
$57K ﹤0.01%
8,672
1417
$57K ﹤0.01%
5,436
1418
$57K ﹤0.01%
4,633
+206
1419
$57K ﹤0.01%
2,378
1420
$56K ﹤0.01%
4,381
1421
$56K ﹤0.01%
9,726
1422
$56K ﹤0.01%
972
1423
$56K ﹤0.01%
3,757
1424
$56K ﹤0.01%
2,139
1425
$56K ﹤0.01%
437
55 56
57
58 59