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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
1926
$307K ﹤0.01%
6,973
1927
$306K ﹤0.01%
12,537
-67
1928
$306K ﹤0.01%
12,346
+2,397
1929
$305K ﹤0.01%
63,226
+13,855
1930
$305K ﹤0.01%
6,268
+1,074
1931
$304K ﹤0.01%
6,593
-2,000
1932
$304K ﹤0.01%
6,074
1933
$304K ﹤0.01%
+42,042
1934
$303K ﹤0.01%
12,630
+55
1935
$301K ﹤0.01%
3,718
1936
$301K ﹤0.01%
10,792
1937
$300K ﹤0.01%
12,344
1938
$297K ﹤0.01%
2,105
1939
$296K ﹤0.01%
2,997
+606
1940
$296K ﹤0.01%
17,701
+7,609
1941
$295K ﹤0.01%
29,799
1942
$295K ﹤0.01%
8,551
1943
$295K ﹤0.01%
14,336
-25,900
1944
$294K ﹤0.01%
7,621
1945
$294K ﹤0.01%
12,257
1946
$293K ﹤0.01%
12,789
1947
$293K ﹤0.01%
34,713
1948
$293K ﹤0.01%
34,072
+11,807
1949
$293K ﹤0.01%
80,144
1950
$292K ﹤0.01%
21,278
+4,300