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
$7.69B
AUM Growth
-$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,624
New
Increased
Reduced
Closed

Top Buys

1 +$21.9M
2 +$19.9M
3 +$16.8M
4
ROK icon
Rockwell Automation
ROK
+$15M
5
VDE icon
Vanguard Energy ETF
VDE
+$14.9M

Top Sells

1 +$51.4M
2 +$21M
3 +$19.8M
4
AET
Aetna Inc
AET
+$19.5M
5
RTX icon
RTX Corp
RTX
+$18.9M

Sector Composition

1 Financials 20.35%
2 Healthcare 14.04%
3 Technology 13.65%
4 Consumer Discretionary 8.65%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$22K ﹤0.01%
1,220
2002
$22K ﹤0.01%
1,418
2003
$22K ﹤0.01%
1,360
2004
$22K ﹤0.01%
795
2005
$22K ﹤0.01%
1,214
2006
$22K ﹤0.01%
476
2007
$22K ﹤0.01%
1,666
2008
$22K ﹤0.01%
885
2009
$22K ﹤0.01%
340
2010
$22K ﹤0.01%
2,212
2011
$22K ﹤0.01%
280
2012
$22K ﹤0.01%
1,092
2013
$22K ﹤0.01%
977
2014
$22K ﹤0.01%
729
2015
$22K ﹤0.01%
608
2016
$22K ﹤0.01%
1,566
2017
$22K ﹤0.01%
1,154
2018
$22K ﹤0.01%
1,975
2019
$22K ﹤0.01%
635
2020
$22K ﹤0.01%
2,095
2021
$22K ﹤0.01%
672
2022
$22K ﹤0.01%
2,347
2023
$22K ﹤0.01%
54
2024
$22K ﹤0.01%
712
2025
$22K ﹤0.01%
903