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
$12.9B
AUM Growth
+$971M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,695
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$20.8M
3
+$20.4M
4
GNRC icon
Generac Holdings
GNRC
+$16.8M
5
CNC icon
Centene
CNC
+$16M

Top Sells

1
+$25.2M
2
+$19.4M
3
+$18.8M
4
ALC icon
Alcon
ALC
+$17.3M
5
CELG
Celgene Corp
CELG
+$16.4M

Sector Composition

1 Technology 19.82%
2 Financials 18.08%
3 Healthcare 14.66%
4 Consumer Discretionary 9.5%
5 Communication Services 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$62K ﹤0.01%
3,562
2002
$62K ﹤0.01%
1,557
2003
$62K ﹤0.01%
1,894
2004
$62K ﹤0.01%
4,442
2005
$62K ﹤0.01%
4,900
+800
2006
$62K ﹤0.01%
1,640
2007
$62K ﹤0.01%
6,216
2008
$62K ﹤0.01%
19,278
+14,173
2009
$61K ﹤0.01%
9,151
+6,840
2010
$61K ﹤0.01%
2,420
2011
$61K ﹤0.01%
2,245
2012
$61K ﹤0.01%
1,823
2013
$61K ﹤0.01%
1,742
2014
$61K ﹤0.01%
1,721
2015
$61K ﹤0.01%
1,833
2016
$61K ﹤0.01%
1,143
2017
$61K ﹤0.01%
3,116
2018
$61K ﹤0.01%
2,053
2019
$61K ﹤0.01%
2,141
2020
$60K ﹤0.01%
2,220
2021
$60K ﹤0.01%
4,768
2022
$60K ﹤0.01%
2,046
2023
$60K ﹤0.01%
3,448
-1,541
2024
$60K ﹤0.01%
5,298
2025
$60K ﹤0.01%
761
79 80
81
82 83