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
$7.09B
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,486
New
Increased
Reduced
Closed

Top Buys

1
+$162M
2
+$31.6M
3
+$23.9M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$21.6M
5
CSCO icon
Cisco
CSCO
+$18.3M

Top Sells

1
+$38.3M
2
+$13.7M
3
+$12.3M
4
DVN icon
Devon Energy
DVN
+$10.1M
5
COF icon
Capital One
COF
+$8.55M

Sector Composition

1 Financials 25.3%
2 Healthcare 14.15%
3 Technology 13.76%
4 Industrials 7.92%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$10K ﹤0.01%
462
+306
2002
$10K ﹤0.01%
2,897
-404
2003
$10K ﹤0.01%
1,142
+456
2004
$10K ﹤0.01%
284
+179
2005
$10K ﹤0.01%
1,046
+417
2006
$10K ﹤0.01%
172
+99
2007
$10K ﹤0.01%
+266
2008
$10K ﹤0.01%
668
+399
2009
$10K ﹤0.01%
338
+216
2010
$10K ﹤0.01%
268
+124
2011
$10K ﹤0.01%
+786
2012
$10K ﹤0.01%
35
+15
2013
$10K ﹤0.01%
1,212
+557
2014
$10K ﹤0.01%
801
+418
2015
$10K ﹤0.01%
130
2016
$10K ﹤0.01%
308
+194
2017
$10K ﹤0.01%
+375
2018
$10K ﹤0.01%
1,691
+1,097
2019
$10K ﹤0.01%
273
+142
2020
$10K ﹤0.01%
568
+390
2021
$10K ﹤0.01%
557
+280
2022
$10K ﹤0.01%
+743
2023
$10K ﹤0.01%
+131
2024
$10K ﹤0.01%
1,337
+531
2025
$10K ﹤0.01%
444
+234
79 80
81
82 83