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
1926
$24K ﹤0.01%
1,122
1927
$24K ﹤0.01%
5,670
-276
1928
$24K ﹤0.01%
609
1929
$24K ﹤0.01%
1,346
1930
$24K ﹤0.01%
548
1931
$24K ﹤0.01%
154
1932
$24K ﹤0.01%
1,746
1933
$24K ﹤0.01%
1,049
1934
$24K ﹤0.01%
862
1935
$24K ﹤0.01%
1,362
1936
$24K ﹤0.01%
81
-1,645
1937
$24K ﹤0.01%
823
1938
$24K ﹤0.01%
1,094
1939
$24K ﹤0.01%
1,067
1940
$24K ﹤0.01%
1,073
1941
$24K ﹤0.01%
717
1942
$24K ﹤0.01%
829
1943
$24K ﹤0.01%
189
1944
$24K ﹤0.01%
1,916
1945
$24K ﹤0.01%
1,872
1946
$24K ﹤0.01%
1,262
1947
$24K ﹤0.01%
423
1948
$24K ﹤0.01%
2,423
1949
$24K ﹤0.01%
632
1950
$24K ﹤0.01%
448