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
$7.89B
AUM Growth
-$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,617
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$16.5M
3
+$15.4M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$14.8M
5
BWA icon
BorgWarner
BWA
+$13.3M

Top Sells

1
+$23.8M
2
+$20.7M
3
+$12.1M
4
JPM icon
JPMorgan Chase
JPM
+$9.05M
5
CVS icon
CVS Health
CVS
+$8.47M

Sector Composition

1 Financials 23.3%
2 Technology 14.13%
3 Healthcare 13.56%
4 Consumer Discretionary 8.15%
5 Industrials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11.3M 0.14%
193,189
+61,776
152
$11.3M 0.14%
+91,346
153
$11.2M 0.14%
223,362
-46,529
154
$11.2M 0.14%
827,167
-98,079
155
$10.9M 0.14%
291,916
-55,008
156
$10.8M 0.14%
182,323
+144
157
$10.7M 0.14%
103,893
-6,018
158
$10.4M 0.13%
553,506
-13,636
159
$10.4M 0.13%
234,399
+12,956
160
$10.3M 0.13%
359,496
+133,074
161
$10.2M 0.13%
123,461
+230
162
$10.2M 0.13%
344,344
-13,508
163
$10.2M 0.13%
45,823
-1,270
164
$10.1M 0.13%
772,263
-89,955
165
$10.1M 0.13%
79,745
-25,600
166
$10.1M 0.13%
395,597
+133,924
167
$10M 0.13%
323,089
+7,382
168
$9.95M 0.13%
169,397
+131,342
169
$9.94M 0.13%
949,671
-511,033
170
$9.93M 0.13%
116,816
-64,569
171
$9.83M 0.12%
60,413
-8,898
172
$9.82M 0.12%
73,670
+870
173
$9.72M 0.12%
582,159
+59,469
174
$9.61M 0.12%
250,111
+10,985
175
$9.53M 0.12%
499,855
+13,328
5 6
7
8 9