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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
1551
$634K ﹤0.01%
27,228
+3,131
1552
$634K ﹤0.01%
41,166
+10,687
1553
$633K ﹤0.01%
21,616
+5,342
1554
$632K ﹤0.01%
13,228
+1,679
1555
$631K ﹤0.01%
15,120
-2,448
1556
$630K ﹤0.01%
8,529
+882
1557
$627K ﹤0.01%
27,595
1558
$625K ﹤0.01%
11,949
+7,071
1559
$624K ﹤0.01%
16,277
1560
$624K ﹤0.01%
54,445
1561
$624K ﹤0.01%
69,291
-3,944
1562
$623K ﹤0.01%
16,321
-4,573
1563
$623K ﹤0.01%
19,496
-9,946
1564
$622K ﹤0.01%
22,192
1565
$622K ﹤0.01%
7,482
+1,133
1566
$622K ﹤0.01%
43,109
+13,672
1567
$621K ﹤0.01%
8,222
1568
$621K ﹤0.01%
9,946
+945
1569
$620K ﹤0.01%
14,639
1570
$618K ﹤0.01%
73,016
+7,924
1571
$618K ﹤0.01%
3,126
+769
1572
$617K ﹤0.01%
50,237
1573
$617K ﹤0.01%
46,374
+13,674
1574
$616K ﹤0.01%
3,576
1575
$615K ﹤0.01%
36,605
+1,176