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
$7.25B
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,183
New
Increased
Reduced
Closed

Top Buys

1 +$25.5M
2 +$12.5M
3 +$11.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.49M
5
CPAY icon
Corpay
CPAY
+$7.21M

Top Sells

1 +$31.2M
2 +$13.1M
3 +$11.9M
4
FLS icon
Flowserve
FLS
+$10.7M
5
CTRX
CATAMARAN CORP COM STK (CDA)
CTRX
+$10.2M

Sector Composition

1 Financials 24.62%
2 Healthcare 14.12%
3 Technology 14.01%
4 Industrials 8.17%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$5K ﹤0.01%
132
2002
$5K ﹤0.01%
77
2003
$5K ﹤0.01%
352
2004
$5K ﹤0.01%
501
2005
$5K ﹤0.01%
251
2006
$5K ﹤0.01%
68
2007
$5K ﹤0.01%
+164
2008
$5K ﹤0.01%
67
2009
$5K ﹤0.01%
346
2010
$5K ﹤0.01%
242
2011
$5K ﹤0.01%
156
2012
$5K ﹤0.01%
435
2013
$5K ﹤0.01%
+96
2014
$5K ﹤0.01%
425
2015
$5K ﹤0.01%
123
2016
$4K ﹤0.01%
545
2017
$4K ﹤0.01%
269
2018
$4K ﹤0.01%
222
2019
$4K ﹤0.01%
112
2020
$4K ﹤0.01%
120
2021
$4K ﹤0.01%
167
2022
$4K ﹤0.01%
325
2023
$4K ﹤0.01%
93
2024
$4K ﹤0.01%
110
2025
$4K ﹤0.01%
66