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
$7.89B
AUM Growth
-$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,617
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$16.5M
3
+$15.4M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$14.8M
5
BWA icon
BorgWarner
BWA
+$13.3M

Top Sells

1
+$23.8M
2
+$20.7M
3
+$12.1M
4
JPM icon
JPMorgan Chase
JPM
+$9.05M
5
CVS icon
CVS Health
CVS
+$8.47M

Sector Composition

1 Financials 23.3%
2 Technology 14.13%
3 Healthcare 13.56%
4 Consumer Discretionary 8.15%
5 Industrials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$21K ﹤0.01%
753
2002
$21K ﹤0.01%
557
2003
$21K ﹤0.01%
1,063
2004
$21K ﹤0.01%
1,360
2005
$21K ﹤0.01%
275
2006
$21K ﹤0.01%
783
-1
2007
$21K ﹤0.01%
+823
2008
$21K ﹤0.01%
1,736
2009
$21K ﹤0.01%
3,942
2010
$21K ﹤0.01%
518
2011
$21K ﹤0.01%
109
2012
$21K ﹤0.01%
670
2013
$21K ﹤0.01%
958
2014
$21K ﹤0.01%
885
2015
$21K ﹤0.01%
2,212
2016
$21K ﹤0.01%
+1,451
2017
$21K ﹤0.01%
1,255
-15,000
2018
$21K ﹤0.01%
977
2019
$21K ﹤0.01%
3,677
2020
$21K ﹤0.01%
1,763
2021
$21K ﹤0.01%
1,242
2022
$21K ﹤0.01%
404
2023
$21K ﹤0.01%
1,727
2024
$20K ﹤0.01%
843
2025
$20K ﹤0.01%
448
79 80
81
82 83