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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $46B
1-Year Est. Return 28.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.5B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,623
New
Increased
Reduced
Closed

Top Buys

1 +$172M
2 +$117M
3 +$60.5M
4
CVS icon
CVS Health
CVS
+$60.1M
5
CRS icon
Carpenter Technology
CRS
+$40.4M

Top Sells

1 +$263M
2 +$98.2M
3 +$68.4M
4
MCD icon
McDonald's
MCD
+$66.2M
5
UNH icon
UnitedHealth
UNH
+$60.4M

Sector Composition

1 Technology 32.02%
2 Financials 17.25%
3 Consumer Discretionary 9.83%
4 Healthcare 9.66%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$381K ﹤0.01%
+11,493
1827
$381K ﹤0.01%
620
1828
$381K ﹤0.01%
52,046
-257
1829
$381K ﹤0.01%
4,424
+644
1830
$379K ﹤0.01%
13,413
-1,661
1831
$378K ﹤0.01%
14,076
1832
$371K ﹤0.01%
6,331
+1,086
1833
$371K ﹤0.01%
10,777
1834
$371K ﹤0.01%
3,767
1835
$370K ﹤0.01%
7,869
1836
$369K ﹤0.01%
15,612
1837
$368K ﹤0.01%
18,566
+1,953
1838
$368K ﹤0.01%
25,736
1839
$368K ﹤0.01%
5,609
1840
$368K ﹤0.01%
6,405
-500
1841
$367K ﹤0.01%
14,944
+2,666
1842
$366K ﹤0.01%
26,184
1843
$365K ﹤0.01%
52,126
1844
$363K ﹤0.01%
21,263
+7,325
1845
$363K ﹤0.01%
9,111
+1,517
1846
$362K ﹤0.01%
6,065
+1,160
1847
$362K ﹤0.01%
7,307
1848
$359K ﹤0.01%
8,093
1849
$359K ﹤0.01%
123,931
1850
$359K ﹤0.01%
11,128
-39