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
1801
$29K ﹤0.01%
256
1802
$29K ﹤0.01%
1,604
1803
$29K ﹤0.01%
3,171
1804
$29K ﹤0.01%
2,228
1805
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526
1806
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813
1807
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328
1808
$29K ﹤0.01%
3,020
1809
$29K ﹤0.01%
882
1810
$29K ﹤0.01%
1,485
1811
$29K ﹤0.01%
5,393
1812
$29K ﹤0.01%
920
1813
$29K ﹤0.01%
1,373
1814
$28K ﹤0.01%
1,748
1815
$28K ﹤0.01%
461
1816
$28K ﹤0.01%
197
1817
$28K ﹤0.01%
707
1818
$28K ﹤0.01%
562
1819
$28K ﹤0.01%
487
1820
$28K ﹤0.01%
1,579
1821
$28K ﹤0.01%
875
1822
$28K ﹤0.01%
832
1823
$28K ﹤0.01%
906
1824
$28K ﹤0.01%
1,793
1825
$28K ﹤0.01%
827