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
1501
$46K ﹤0.01%
2,158
-6,866
1502
$46K ﹤0.01%
3,320
1503
$46K ﹤0.01%
5,139
1504
$46K ﹤0.01%
384
1505
$46K ﹤0.01%
3,418
1506
$46K ﹤0.01%
2,135
1507
$46K ﹤0.01%
802
1508
$46K ﹤0.01%
2,820
1509
$46K ﹤0.01%
2,579
1510
$46K ﹤0.01%
744
1511
$46K ﹤0.01%
1,059
+124
1512
$46K ﹤0.01%
1,320
1513
$46K ﹤0.01%
2,918
1514
$46K ﹤0.01%
7,453
1515
$45K ﹤0.01%
678
1516
$45K ﹤0.01%
4,246
1517
$45K ﹤0.01%
8,178
1518
$45K ﹤0.01%
1,046
1519
$45K ﹤0.01%
2,894
1520
$45K ﹤0.01%
3,548
1521
$45K ﹤0.01%
1,495
-1
1522
$45K ﹤0.01%
+176
1523
$45K ﹤0.01%
2,658
1524
$45K ﹤0.01%
1,726
1525
$45K ﹤0.01%
401
+254
59 60
61
62 63