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
$10.2B
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,656
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$21.1M
3
+$20M
4
KIM icon
Kimco Realty
KIM
+$16.5M
5
VOYA icon
Voya Financial
VOYA
+$15.3M

Top Sells

1
+$24.9M
2
+$19.3M
3
+$18.7M
4
MJN
Mead Johnson Nutrition Company
MJN
+$16.6M
5
PFE icon
Pfizer
PFE
+$15.4M

Sector Composition

1 Financials 21.6%
2 Technology 14.64%
3 Healthcare 12.06%
4 Industrials 9.34%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$32K ﹤0.01%
1,536
2002
$32K ﹤0.01%
855
2003
$32K ﹤0.01%
315
+177
2004
$32K ﹤0.01%
598
2005
$31K ﹤0.01%
1,081
2006
$31K ﹤0.01%
1,132
+377
2007
$31K ﹤0.01%
789
2008
$31K ﹤0.01%
1,205
+437
2009
$31K ﹤0.01%
617
+227
2010
$31K ﹤0.01%
1,211
+506
2011
$31K ﹤0.01%
3,191
2012
$31K ﹤0.01%
748
-35,671
2013
$31K ﹤0.01%
1,663
2014
$31K ﹤0.01%
8,432
+1,983
2015
$31K ﹤0.01%
1,648
2016
$31K ﹤0.01%
1,575
2017
$31K ﹤0.01%
505
2018
$31K ﹤0.01%
704
2019
$31K ﹤0.01%
2,090
+1,135
2020
$31K ﹤0.01%
773
2021
$31K ﹤0.01%
2,645
2022
$31K ﹤0.01%
1,279
2023
$31K ﹤0.01%
1,736
2024
$31K ﹤0.01%
1,798
2025
$31K ﹤0.01%
1,180
79 80
81
82 83