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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
1701
$490K ﹤0.01%
19,778
+2,546
1702
$490K ﹤0.01%
3,017
1703
$490K ﹤0.01%
7,242
+660
1704
$488K ﹤0.01%
12,372
1705
$488K ﹤0.01%
41,427
+8,374
1706
$486K ﹤0.01%
1,223
1707
$483K ﹤0.01%
25,899
+9,365
1708
$483K ﹤0.01%
26,620
-15,348
1709
$482K ﹤0.01%
21,317
+2,189
1710
$479K ﹤0.01%
20,375
+3,932
1711
$479K ﹤0.01%
11,835
-10
1712
$478K ﹤0.01%
2,862
1713
$478K ﹤0.01%
48,164
+11,035
1714
$478K ﹤0.01%
15,763
+1,991
1715
$478K ﹤0.01%
8,777
1716
$478K ﹤0.01%
10,806
-44
1717
$475K ﹤0.01%
14,679
+2,270
1718
$474K ﹤0.01%
60,189
1719
$474K ﹤0.01%
15,195
-143
1720
$473K ﹤0.01%
19,141
1721
$472K ﹤0.01%
30,683
1722
$472K ﹤0.01%
16,233
-110
1723
$471K ﹤0.01%
6,004
1724
$471K ﹤0.01%
18,675
-1,344
1725
$468K ﹤0.01%
15,110
-62