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
+$623M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,679
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$19.6M
3
+$15.7M
4
HON icon
Honeywell
HON
+$15.6M
5
CI icon
Cigna
CI
+$14.3M

Top Sells

1
+$54.2M
2
+$18.8M
3
+$17.4M
4
INTC icon
Intel
INTC
+$16.5M
5
WFC icon
Wells Fargo
WFC
+$15.8M

Sector Composition

1 Financials 18.35%
2 Technology 17.95%
3 Healthcare 14.88%
4 Consumer Discretionary 9.92%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$54K ﹤0.01%
987
2002
$54K ﹤0.01%
9,711
2003
$54K ﹤0.01%
1,938
2004
$54K ﹤0.01%
6,630
2005
$53K ﹤0.01%
1,685
2006
$53K ﹤0.01%
1,835
2007
$53K ﹤0.01%
1,337
2008
$53K ﹤0.01%
1,833
2009
$53K ﹤0.01%
502
2010
$53K ﹤0.01%
34,382
2011
$53K ﹤0.01%
1,768
2012
$53K ﹤0.01%
1,576
2013
$53K ﹤0.01%
1,754
2014
$53K ﹤0.01%
21,839
2015
$53K ﹤0.01%
1,148
2016
$53K ﹤0.01%
68
2017
$53K ﹤0.01%
4,192
2018
$53K ﹤0.01%
960
2019
$53K ﹤0.01%
1,056
2020
$53K ﹤0.01%
1,670
2021
$53K ﹤0.01%
8,552
+6,283
2022
$53K ﹤0.01%
1,585
2023
$52K ﹤0.01%
992
2024
$52K ﹤0.01%
1,721
+517
2025
$52K ﹤0.01%
4,691
79 80
81
82 83