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
$10.7B
AUM Growth
-$2.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,634
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$29.9M
3
+$25.3M
4
NKE icon
Nike
NKE
+$23.5M
5
KO icon
Coca-Cola
KO
+$23.5M

Top Sells

1
+$26.8M
2
+$15.6M
3
+$15M
4
ELV icon
Elevance Health
ELV
+$13.7M
5
C icon
Citigroup
C
+$13.7M

Sector Composition

1 Technology 21.88%
2 Financials 15.94%
3 Healthcare 15.76%
4 Consumer Discretionary 10.09%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$42K ﹤0.01%
3,827
2002
$42K ﹤0.01%
+1,509
2003
$42K ﹤0.01%
961
+183
2004
$42K ﹤0.01%
+1,034
2005
$42K ﹤0.01%
16,964
2006
$42K ﹤0.01%
8,028
2007
$42K ﹤0.01%
5,518
2008
$42K ﹤0.01%
3,431
2009
$42K ﹤0.01%
3,629
2010
$42K ﹤0.01%
4,151
2011
$41K ﹤0.01%
2,425
2012
$41K ﹤0.01%
1,923
2013
$41K ﹤0.01%
5,535
2014
$41K ﹤0.01%
1,024
2015
$41K ﹤0.01%
2,261
2016
$41K ﹤0.01%
9,435
2017
$41K ﹤0.01%
1,315
2018
$41K ﹤0.01%
5,234
+2,151
2019
$40K ﹤0.01%
+7,764
2020
$40K ﹤0.01%
1,151
-7,048
2021
$40K ﹤0.01%
5,604
2022
$40K ﹤0.01%
28,614
+2,544
2023
$40K ﹤0.01%
2,304
2024
$40K ﹤0.01%
3,987
+2,137
2025
$40K ﹤0.01%
1,193
79 80
81
82 83