Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $43.5B
1-Year Est. Return 27.15%
This Quarter Est. Return
1 Year Est. Return
+27.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,668
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$29M
3
+$28.6M
4
ALC icon
Alcon
ALC
+$28.5M
5
MDT icon
Medtronic
MDT
+$26.1M

Top Sells

1
+$172M
2
+$61.3M
3
+$30.1M
4
MRK icon
Merck
MRK
+$17M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$15.6M

Sector Composition

1 Technology 25.71%
2 Financials 15.54%
3 Healthcare 13.96%
4 Consumer Discretionary 10.86%
5 Communication Services 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$132K ﹤0.01%
3,080
2002
$132K ﹤0.01%
3,980
2003
$132K ﹤0.01%
+10,583
2004
$132K ﹤0.01%
3,213
2005
$132K ﹤0.01%
3,118
-2,451
2006
$131K ﹤0.01%
1,416
2007
$131K ﹤0.01%
+11,220
2008
$131K ﹤0.01%
+6,309
2009
$131K ﹤0.01%
2,121
-3,399
2010
$130K ﹤0.01%
71,521
2011
$130K ﹤0.01%
3,400
-830
2012
$130K ﹤0.01%
+3,682
2013
$130K ﹤0.01%
3,453
2014
$127K ﹤0.01%
12,309
-2,862
2015
$127K ﹤0.01%
3,986
+889
2016
$127K ﹤0.01%
6,258
2017
$126K ﹤0.01%
5,591
2018
$126K ﹤0.01%
1,420
2019
$126K ﹤0.01%
3,603
2020
$126K ﹤0.01%
5,832
2021
$126K ﹤0.01%
+5,642
2022
$126K ﹤0.01%
3,933
-763
2023
$126K ﹤0.01%
2,522
2024
$126K ﹤0.01%
11,883
-3,223
2025
$126K ﹤0.01%
3,899
79 80
81
82 83