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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $46B
1-Year Est. Return 28.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.5B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,623
New
Increased
Reduced
Closed

Top Buys

1 +$172M
2 +$117M
3 +$60.5M
4
CVS icon
CVS Health
CVS
+$60.1M
5
CRS icon
Carpenter Technology
CRS
+$40.4M

Top Sells

1 +$263M
2 +$98.2M
3 +$68.4M
4
MCD icon
McDonald's
MCD
+$66.2M
5
UNH icon
UnitedHealth
UNH
+$60.4M

Sector Composition

1 Technology 32.02%
2 Financials 17.25%
3 Consumer Discretionary 9.83%
4 Healthcare 9.66%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$659K ﹤0.01%
4,999
+2,533
1527
$657K ﹤0.01%
15,481
1528
$657K ﹤0.01%
4,881
1529
$657K ﹤0.01%
50,372
1530
$656K ﹤0.01%
19,533
-408
1531
$655K ﹤0.01%
7,464
1532
$655K ﹤0.01%
26,219
-4,611
1533
$654K ﹤0.01%
55,807
+8,889
1534
$651K ﹤0.01%
43,058
+4,028
1535
$650K ﹤0.01%
118,446
1536
$650K ﹤0.01%
8,758
+727
1537
$650K ﹤0.01%
13,864
+352
1538
$649K ﹤0.01%
19,423
1539
$649K ﹤0.01%
7,710
+706
1540
$648K ﹤0.01%
5,350
+722
1541
$648K ﹤0.01%
207,706
1542
$648K ﹤0.01%
9,479
-1,662
1543
$647K ﹤0.01%
21,875
+7,100
1544
$642K ﹤0.01%
44,719
+23,801
1545
$641K ﹤0.01%
17,005
1546
$640K ﹤0.01%
25,783
+2,158
1547
$640K ﹤0.01%
10,207
-1
1548
$638K ﹤0.01%
55,954
+7,012
1549
$637K ﹤0.01%
7,722
1550
$637K ﹤0.01%
40,483
+3,650