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

Top Buys

1 +$23.2M
2 +$20.8M
3 +$16.5M
4
VDE icon
Vanguard Energy ETF
VDE
+$15.4M
5
XOM icon
Exxon Mobil
XOM
+$15.3M

Top Sells

1 +$43.4M
2 +$20.8M
3 +$20.1M
4
USB icon
US Bancorp
USB
+$19.1M
5
RTX icon
RTX Corp
RTX
+$19M

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%
54
2002
$22K ﹤0.01%
712
2003
$22K ﹤0.01%
903
2004
$22K ﹤0.01%
466
2005
$22K ﹤0.01%
557
2006
$22K ﹤0.01%
1,360
2007
$22K ﹤0.01%
536
2008
$22K ﹤0.01%
682
2009
$22K ﹤0.01%
1,203
2010
$22K ﹤0.01%
85
2011
$22K ﹤0.01%
490
2012
$22K ﹤0.01%
25
2013
$22K ﹤0.01%
1,828
2014
$22K ﹤0.01%
1,220
2015
$22K ﹤0.01%
1,418
2016
$22K ﹤0.01%
689
2017
$22K ﹤0.01%
1,026
2018
$22K ﹤0.01%
169
2019
$22K ﹤0.01%
1,413
2020
$22K ﹤0.01%
1,666
2021
$22K ﹤0.01%
885
2022
$22K ﹤0.01%
340
2023
$22K ﹤0.01%
2,212
2024
$22K ﹤0.01%
280
2025
$22K ﹤0.01%
1,092