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
1776
$30K ﹤0.01%
1,354
1777
$30K ﹤0.01%
5,645
1778
$30K ﹤0.01%
1,996
1779
$30K ﹤0.01%
487
1780
$30K ﹤0.01%
6,640
1781
$30K ﹤0.01%
1,288
1782
$30K ﹤0.01%
8,253
1783
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1,647
-1
1784
$30K ﹤0.01%
5,830
1785
$30K ﹤0.01%
1,651
1786
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617
1787
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648
1788
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883
1789
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1,014
1790
$30K ﹤0.01%
497
1791
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1,955
1792
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1,204
1793
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1,941
1794
$29K ﹤0.01%
1,012
1795
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28
1796
$29K ﹤0.01%
611
1797
$29K ﹤0.01%
1,528
1798
$29K ﹤0.01%
1,169
1799
$29K ﹤0.01%
854
1800
$29K ﹤0.01%
1,633