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 13.72%
4 Consumer Discretionary 8.65%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.3M 0.17%
287,260
-258,517
127
$13.2M 0.17%
294,650
-3,328
128
$13.1M 0.17%
206,034
-125,162
129
$13M 0.17%
555,236
-70,226
130
$13M 0.17%
943,655
-6,016
131
$12.9M 0.17%
146,857
+1,625
132
$12.8M 0.17%
853,276
+81,013
133
$12.7M 0.17%
355,585
+305,512
134
$12.6M 0.16%
85,017
-7,283
135
$12.6M 0.16%
96,124
+10,953
136
$12.6M 0.16%
537,521
-15,985
137
$12.5M 0.16%
590,567
-19,368
138
$12.3M 0.16%
5,323,003
-387,888
139
$12.1M 0.16%
220,076
-8,405
140
$12M 0.16%
851,250
+29,805
141
$12M 0.16%
31,058
+20,378
142
$12M 0.16%
274,688
-28,304
143
$11.9M 0.15%
517,628
+17,773
144
$11.9M 0.15%
162,280
-254,978
145
$11.7M 0.15%
50,574
-48,422
146
$11.6M 0.15%
357,072
+12,728
147
$11.6M 0.15%
410,996
-1,517
148
$11.3M 0.15%
170,033
-12,290
149
$11.2M 0.15%
209,476
-147,317
150
$11M 0.14%
295,132
+3,216
4 5
6
7 8