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
$7.89B
AUM Growth
-$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,617
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$16.5M
3
+$15.4M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$14.8M
5
BWA icon
BorgWarner
BWA
+$13.3M

Top Sells

1
+$23.8M
2
+$20.7M
3
+$12.1M
4
JPM icon
JPMorgan Chase
JPM
+$9.05M
5
CVS icon
CVS Health
CVS
+$8.47M

Sector Composition

1 Financials 23.3%
2 Technology 14.13%
3 Healthcare 13.56%
4 Consumer Discretionary 8.15%
5 Industrials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.8M 0.17%
337,207
+137,814
127
$13.8M 0.17%
66,965
+29,764
128
$13.7M 0.17%
145,232
+1,271
129
$13.6M 0.17%
347,180
-44,258
130
$13.5M 0.17%
157,861
-3,790
131
$13.5M 0.17%
5,710,891
+891,654
132
$13.2M 0.17%
160,477
-1,241
133
$13.1M 0.17%
342,003
-16,898
134
$13.1M 0.17%
444,426
-12,657
135
$13M 0.16%
412,513
+39,728
136
$12.9M 0.16%
181,222
-3,040
137
$12.7M 0.16%
102,154
-1,672
138
$12.6M 0.16%
821,445
-13,575
139
$12.4M 0.16%
454,818
+149,784
140
$12.3M 0.16%
91,585
+1,360
141
$12.2M 0.15%
302,992
-11,631
142
$12.2M 0.15%
297,978
+13,386
143
$11.9M 0.15%
283,630
-95,899
144
$11.8M 0.15%
85,171
+19,427
145
$11.8M 0.15%
78,216
-488
146
$11.7M 0.15%
754,250
+531,710
147
$11.6M 0.15%
1,781,450
+62,729
148
$11.6M 0.15%
180,451
+12,312
149
$11.5M 0.15%
1,269,500
-9,800
150
$11.4M 0.14%
297,356
-73,801
4 5
6
7 8