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
$7.69B
AUM Growth
-$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,624
New
Increased
Reduced
Closed

Top Buys

1 +$23.2M
2 +$20.8M
3 +$16.5M
4
VDE icon
Vanguard Energy ETF
VDE
+$15.4M
5
XOM icon
Exxon Mobil
XOM
+$15.3M

Top Sells

1 +$43.4M
2 +$20.8M
3 +$20.1M
4
USB icon
US Bancorp
USB
+$19.1M
5
RTX icon
RTX Corp
RTX
+$19M

Sector Composition

1 Financials 20.35%
2 Healthcare 14.04%
3 Technology 13.65%
4 Consumer Discretionary 8.65%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$31K ﹤0.01%
508
1752
$31K ﹤0.01%
694
1753
$31K ﹤0.01%
1,027
1754
$31K ﹤0.01%
1,630
1755
$31K ﹤0.01%
1,100
1756
$31K ﹤0.01%
901
1757
$31K ﹤0.01%
1,356
1758
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973
1759
$31K ﹤0.01%
1,655
1760
$31K ﹤0.01%
793
1761
$31K ﹤0.01%
599
1762
$31K ﹤0.01%
+2,269
1763
$31K ﹤0.01%
1,406
1764
$31K ﹤0.01%
958
1765
$31K ﹤0.01%
1,130
1766
$31K ﹤0.01%
679
1767
$31K ﹤0.01%
737
1768
$31K ﹤0.01%
1,598
1769
$31K ﹤0.01%
2,607
1770
$31K ﹤0.01%
1,473
1771
$31K ﹤0.01%
1,410
1772
$31K ﹤0.01%
2,132
1773
$30K ﹤0.01%
1,881
1774
$30K ﹤0.01%
352
1775
$30K ﹤0.01%
2,051