Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $29B
1-Year Est. Return 26.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.2B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,601
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$17.9M
3
+$15.5M
4
ELV icon
Elevance Health
ELV
+$15.5M
5
PH icon
Parker-Hannifin
PH
+$14.6M

Top Sells

1
+$22.7M
2
+$19.9M
3
+$16.7M
4
SEDG icon
SolarEdge
SEDG
+$16.4M
5
AAPL icon
Apple
AAPL
+$14.6M

Sector Composition

1 Financials 19.7%
2 Technology 17.27%
3 Healthcare 12.64%
4 Consumer Discretionary 10.3%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$89K ﹤0.01%
18,079
-5,800
1702
$89K ﹤0.01%
1,164
1703
$89K ﹤0.01%
2,000
1704
$89K ﹤0.01%
914
1705
$89K ﹤0.01%
2,204
-389
1706
$89K ﹤0.01%
6,733
1707
$89K ﹤0.01%
1,790
+671
1708
$89K ﹤0.01%
+2,433
1709
$89K ﹤0.01%
3,584
1710
$89K ﹤0.01%
2,395
+927
1711
$89K ﹤0.01%
2,500
1712
$88K ﹤0.01%
5,476
-1,014
1713
$88K ﹤0.01%
1,054
1714
$88K ﹤0.01%
26
-4
1715
$88K ﹤0.01%
4,088
1716
$88K ﹤0.01%
2,599
1717
$88K ﹤0.01%
578
1718
$88K ﹤0.01%
2,935
-2,083
1719
$88K ﹤0.01%
1,492
1720
$88K ﹤0.01%
2,165
-383
1721
$87K ﹤0.01%
5,693
1722
$87K ﹤0.01%
6,304
1723
$87K ﹤0.01%
2,068
1724
$87K ﹤0.01%
4,406
+300
1725
$87K ﹤0.01%
5,283
67 68
69
70 71