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
1726
$30K ﹤0.01%
2,653
1727
$30K ﹤0.01%
1,788
1728
$30K ﹤0.01%
+256
1729
$30K ﹤0.01%
1,604
+1,269
1730
$30K ﹤0.01%
2,228
1731
$30K ﹤0.01%
5,830
1732
$30K ﹤0.01%
1,180
1733
$29K ﹤0.01%
5
1734
$29K ﹤0.01%
969
1735
$29K ﹤0.01%
524
1736
$29K ﹤0.01%
611
1737
$29K ﹤0.01%
54
1738
$29K ﹤0.01%
1,894
1739
$29K ﹤0.01%
497
-3,500
1740
$29K ﹤0.01%
1,065
1741
$29K ﹤0.01%
1,100
1742
$29K ﹤0.01%
3,108
-54,400
1743
$29K ﹤0.01%
508
1744
$29K ﹤0.01%
711
1745
$29K ﹤0.01%
730
1746
$29K ﹤0.01%
709
1747
$29K ﹤0.01%
875
1748
$29K ﹤0.01%
729
1749
$29K ﹤0.01%
1,288
1750
$29K ﹤0.01%
514
68 69
70
71 72