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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
1876
$343K ﹤0.01%
25,221
-10,550
1877
$343K ﹤0.01%
9,113
1878
$341K ﹤0.01%
7,825
+1,665
1879
$340K ﹤0.01%
1,773
1880
$340K ﹤0.01%
2,882
-2,763
1881
$338K ﹤0.01%
38,103
1882
$338K ﹤0.01%
21,290
+8,105
1883
$338K ﹤0.01%
8,597
+2,966
1884
$336K ﹤0.01%
12,694
+1,905
1885
$335K ﹤0.01%
26,700
+11,790
1886
$334K ﹤0.01%
43,043
1887
$333K ﹤0.01%
86,918
1888
$333K ﹤0.01%
20,733
+4,378
1889
$331K ﹤0.01%
16,362
1890
$331K ﹤0.01%
7,513
+1,376
1891
$331K ﹤0.01%
5,748
1892
$329K ﹤0.01%
12,109
+199
1893
$327K ﹤0.01%
16,176
+10,254
1894
$326K ﹤0.01%
12,374
1895
$325K ﹤0.01%
3,506
1896
$325K ﹤0.01%
33,848
1897
$324K ﹤0.01%
13,063
1898
$324K ﹤0.01%
44,709
+6,963
1899
$323K ﹤0.01%
24,559
+5,150
1900
$323K ﹤0.01%
1,967