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
1651
$36K ﹤0.01%
1,313
1652
$36K ﹤0.01%
4,085
1653
$36K ﹤0.01%
1,760
1654
$36K ﹤0.01%
608
1655
$36K ﹤0.01%
683
1656
$36K ﹤0.01%
1,475
1657
$36K ﹤0.01%
497
1658
$36K ﹤0.01%
212
1659
$36K ﹤0.01%
901
1660
$36K ﹤0.01%
2,866
1661
$36K ﹤0.01%
1,085
1662
$36K ﹤0.01%
3,374
1663
$36K ﹤0.01%
2,245
1664
$36K ﹤0.01%
1,367
1665
$36K ﹤0.01%
1,191
1666
$36K ﹤0.01%
2,277
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$36K ﹤0.01%
2,769
1668
$36K ﹤0.01%
1,298
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$36K ﹤0.01%
1,755
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$36K ﹤0.01%
736
1671
$36K ﹤0.01%
2,688
1672
$36K ﹤0.01%
2,077
1673
$36K ﹤0.01%
1,634
1674
$36K ﹤0.01%
1,837
1675
$36K ﹤0.01%
2,397