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
$7.9B
AUM Growth
+$809M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,628
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$61.2M
3
+$20.7M
4
MSFT icon
Microsoft
MSFT
+$19.7M
5
AAPL icon
Apple
AAPL
+$19.6M

Top Sells

1
+$61M
2
+$21.6M
3
+$19M
4
AVGO icon
Broadcom
AVGO
+$16.8M
5
STZ icon
Constellation Brands
STZ
+$12.6M

Sector Composition

1 Financials 25.55%
2 Technology 14.01%
3 Healthcare 13.87%
4 Consumer Discretionary 8.08%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$21K ﹤0.01%
830
+395
2002
$21K ﹤0.01%
727
+354
2003
$21K ﹤0.01%
+996
2004
$21K ﹤0.01%
+1,253
2005
$21K ﹤0.01%
1,154
+592
2006
$21K ﹤0.01%
+693
2007
$21K ﹤0.01%
2,095
+1,071
2008
$21K ﹤0.01%
856
+468
2009
$21K ﹤0.01%
913
+530
2010
$21K ﹤0.01%
1,790
+981
2011
$21K ﹤0.01%
71
+36
2012
$21K ﹤0.01%
838
+400
2013
$21K ﹤0.01%
876
+482
2014
$21K ﹤0.01%
+903
2015
$21K ﹤0.01%
739
+408
2016
$21K ﹤0.01%
823
+410
2017
$21K ﹤0.01%
407
+210
2018
$21K ﹤0.01%
557
+325
2019
$21K ﹤0.01%
2,347
+1,459
2020
$21K ﹤0.01%
381
+186
2021
$21K ﹤0.01%
382
+210
2022
$21K ﹤0.01%
862
+477
2023
$21K ﹤0.01%
1,021
2024
$21K ﹤0.01%
25
+14
2025
$21K ﹤0.01%
+1,828
79 80
81
82 83