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
$3.4B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,028
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$13.3M
3
+$12.3M
4
GE icon
GE Aerospace
GE
+$11.7M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$7.35M

Top Sells

1
+$38.4M
2
+$19.2M
3
+$11.6M
4
CAT icon
Caterpillar
CAT
+$11M
5
IBM icon
IBM
IBM
+$9.56M

Sector Composition

1 Healthcare 20.23%
2 Financials 14.62%
3 Technology 12.11%
4 Energy 10.78%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.41M 0.16%
97,071
+32,171
152
$5.38M 0.16%
144,582
-16,821
153
$5.38M 0.16%
52,383
+5,620
154
$5.3M 0.16%
110,868
+36,152
155
$5.3M 0.16%
124,246
+1,570
156
$5.13M 0.15%
499,062
+90,240
157
$5.09M 0.15%
230,339
-27,533
158
$5.08M 0.15%
32,700
+3,504
159
$4.94M 0.15%
55,214
+29,300
160
$4.92M 0.14%
79,346
+42,283
161
$4.86M 0.14%
141,100
+63,100
162
$4.84M 0.14%
220,381
+52,854
163
$4.83M 0.14%
4,011
+354
164
$4.8M 0.14%
104,994
+40,851
165
$4.8M 0.14%
121,000
+71,000
166
$4.75M 0.14%
47,334
-13,555
167
$4.74M 0.14%
53,539
+4,690
168
$4.72M 0.14%
69,282
+2,105
169
$4.72M 0.14%
124,838
+4,064
170
$4.67M 0.14%
93,587
+46,780
171
$4.67M 0.14%
793
+18
172
$4.65M 0.14%
87,904
+33,286
173
$4.65M 0.14%
217,856
+9,976
174
$4.59M 0.14%
127,407
+27,907
175
$4.58M 0.13%
89,036
+1,806
5 6
7
8 9