Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $29B
1-Year Est. Return 26.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.68%
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 +$27.6M
2 +$12.3M
3 +$10.1M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.68M
5
CPAY icon
Corpay
CPAY
+$7.24M

Top Sells

1 +$30.8M
2 +$13.2M
3 +$12.8M
4
FLS icon
Flowserve
FLS
+$11.3M
5
CTRX
CATAMARAN CORP COM STK (CDA)
CTRX
+$10M

Sector Composition

1 Financials 24.62%
2 Healthcare 14.12%
3 Technology 13.93%
4 Industrials 8.25%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$5K ﹤0.01%
352
2002
$5K ﹤0.01%
501
2003
$5K ﹤0.01%
251
2004
$5K ﹤0.01%
68
2005
$5K ﹤0.01%
+164
2006
$5K ﹤0.01%
67
2007
$5K ﹤0.01%
346
2008
$5K ﹤0.01%
242
2009
$5K ﹤0.01%
156
2010
$5K ﹤0.01%
+96
2011
$5K ﹤0.01%
425
2012
$5K ﹤0.01%
123
2013
$5K ﹤0.01%
105
2014
$5K ﹤0.01%
704
2015
$5K ﹤0.01%
+155
2016
$4K ﹤0.01%
222
2017
$4K ﹤0.01%
167
2018
$4K ﹤0.01%
66
2019
$4K ﹤0.01%
247
2020
$4K ﹤0.01%
115
2021
$4K ﹤0.01%
176
2022
$4K ﹤0.01%
244
2023
$4K ﹤0.01%
112
2024
$4K ﹤0.01%
120
2025
$4K ﹤0.01%
325