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

Top Buys

1
+$37.4M
2
+$15.6M
3
+$14.3M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$14.2M
5
BWA icon
BorgWarner
BWA
+$11.6M

Top Sells

1
+$25.9M
2
+$20.7M
3
+$12.1M
4
JPM icon
JPMorgan Chase
JPM
+$8.93M
5
VOYA icon
Voya Financial
VOYA
+$8.12M

Sector Composition

1 Financials 23.3%
2 Technology 14.06%
3 Healthcare 13.56%
4 Consumer Discretionary 8.15%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$21K ﹤0.01%
275
2002
$21K ﹤0.01%
672
2003
$21K ﹤0.01%
1,150
2004
$21K ﹤0.01%
2,300
2005
$21K ﹤0.01%
753
2006
$21K ﹤0.01%
1,360
2007
$21K ﹤0.01%
806
-1
2008
$21K ﹤0.01%
+823
2009
$21K ﹤0.01%
1,736
2010
$21K ﹤0.01%
3,942
2011
$21K ﹤0.01%
518
2012
$21K ﹤0.01%
109
2013
$21K ﹤0.01%
670
2014
$21K ﹤0.01%
958
2015
$21K ﹤0.01%
885
2016
$21K ﹤0.01%
2,212
2017
$21K ﹤0.01%
754
2018
$21K ﹤0.01%
+1,451
2019
$21K ﹤0.01%
1,255
-15,000
2020
$21K ﹤0.01%
977
2021
$21K ﹤0.01%
3,677
2022
$21K ﹤0.01%
404
2023
$21K ﹤0.01%
1,727
2024
$20K ﹤0.01%
739
2025
$20K ﹤0.01%
587
79 80
81
82 83