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
$11.2B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,601
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$17.9M
3
+$15.5M
4
ELV icon
Elevance Health
ELV
+$15.5M
5
PH icon
Parker-Hannifin
PH
+$14.6M

Top Sells

1
+$22.7M
2
+$19.9M
3
+$16.7M
4
SEDG icon
SolarEdge
SEDG
+$16.4M
5
AAPL icon
Apple
AAPL
+$14.6M

Sector Composition

1 Financials 19.7%
2 Technology 17.27%
3 Healthcare 12.64%
4 Consumer Discretionary 10.3%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$59K ﹤0.01%
984
2002
$59K ﹤0.01%
13,967
2003
$59K ﹤0.01%
2,996
2004
$59K ﹤0.01%
9,823
+3,300
2005
$59K ﹤0.01%
830
-341
2006
$59K ﹤0.01%
736
2007
$59K ﹤0.01%
711
-213
2008
$59K ﹤0.01%
1,526
2009
$59K ﹤0.01%
3,601
2010
$59K ﹤0.01%
3,480
2011
$59K ﹤0.01%
1,164
2012
$59K ﹤0.01%
2,052
2013
$59K ﹤0.01%
3,148
2014
$59K ﹤0.01%
11,962
2015
$59K ﹤0.01%
3,663
2016
$59K ﹤0.01%
2,853
2017
$58K ﹤0.01%
652
-241
2018
$58K ﹤0.01%
4,217
2019
$58K ﹤0.01%
13,102
2020
$58K ﹤0.01%
2,140
2021
$58K ﹤0.01%
1,114
2022
$58K ﹤0.01%
515
2023
$58K ﹤0.01%
4,387
2024
$58K ﹤0.01%
6,364
2025
$58K ﹤0.01%
7,084
79 80
81
82 83