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 13.72%
4 Consumer Discretionary 8.65%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.42M 0.12%
580,929
+99,375
177
$9.36M 0.12%
85,909
+25,498
178
$9.27M 0.12%
137,871
+51,192
179
$9.14M 0.12%
178,163
+4,927
180
$9.14M 0.12%
88,407
-76,074
181
$9.11M 0.12%
212,300
+118,033
182
$9.05M 0.12%
50,185
+652
183
$9.03M 0.12%
89,264
-2,944
184
$8.99M 0.12%
846,278
+174,757
185
$8.95M 0.12%
58,008
-6,638
186
$8.88M 0.12%
282,844
-76,652
187
$8.85M 0.12%
368,613
+57,510
188
$8.73M 0.11%
98,626
-11,775
189
$8.71M 0.11%
225,446
-13,318
190
$8.65M 0.11%
423,294
-31,524
191
$8.62M 0.11%
1,320,990
-460,460
192
$8.62M 0.11%
62,662
-28,923
193
$8.43M 0.11%
103,462
+2,184
194
$8.4M 0.11%
214,473
+134,299
195
$8.35M 0.11%
53,172
+7,369
196
$8.27M 0.11%
516,526
-470,724
197
$8.24M 0.11%
509,590
+99,165
198
$8.22M 0.11%
33,124
-12,699
199
$8.18M 0.11%
308,958
+23,843
200
$8.14M 0.11%
150,445
-42,744
6 7
8
9 10