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
$11.8B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,619
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$20.8M
3
+$17M
4
UHS icon
Universal Health Services
UHS
+$15.3M
5
GLW icon
Corning
GLW
+$12.5M

Top Sells

1
+$29.6M
2
+$22.5M
3
+$16.3M
4
CELG
Celgene Corp
CELG
+$15.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$15.4M

Sector Composition

1 Financials 19.68%
2 Technology 18.13%
3 Healthcare 13.14%
4 Consumer Discretionary 9.76%
5 Industrials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$63K ﹤0.01%
2,052
2002
$63K ﹤0.01%
73
2003
$63K ﹤0.01%
4,847
2004
$63K ﹤0.01%
2,910
2005
$63K ﹤0.01%
1,787
2006
$63K ﹤0.01%
2,733
2007
$62K ﹤0.01%
736
2008
$62K ﹤0.01%
2,556
2009
$62K ﹤0.01%
814
2010
$62K ﹤0.01%
724
2011
$62K ﹤0.01%
3,702
+636
2012
$62K ﹤0.01%
3,663
2013
$62K ﹤0.01%
4,102
2014
$62K ﹤0.01%
8,589
2015
$62K ﹤0.01%
1,620
2016
$62K ﹤0.01%
1,414
2017
$61K ﹤0.01%
26
2018
$61K ﹤0.01%
1,670
2019
$61K ﹤0.01%
2,996
2020
$61K ﹤0.01%
3,059
+940
2021
$61K ﹤0.01%
111
2022
$61K ﹤0.01%
7,084
2023
$61K ﹤0.01%
3,188
2024
$61K ﹤0.01%
1,823
2025
$61K ﹤0.01%
293
79 80
81
82 83