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
$20.3B
AUM Growth
-$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,977
New
Increased
Reduced
Closed

Top Buys

1
+$81.9M
2
+$60.5M
3
+$43M
4
BNS icon
Scotiabank
BNS
+$40.3M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$38M

Top Sells

1
+$50.9M
2
+$35.9M
3
+$33.6M
4
APTV icon
Aptiv
APTV
+$28M
5
XLNX
Xilinx Inc
XLNX
+$26.9M

Sector Composition

1 Technology 25.3%
2 Financials 15.57%
3 Healthcare 14.62%
4 Consumer Discretionary 10.14%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$155K ﹤0.01%
15,741
+2,956
2002
$155K ﹤0.01%
5,975
2003
$155K ﹤0.01%
13,741
-309
2004
$155K ﹤0.01%
4,657
2005
$155K ﹤0.01%
18,123
-574
2006
$155K ﹤0.01%
6,916
2007
$155K ﹤0.01%
2,434
+643
2008
$155K ﹤0.01%
1,705
+292
2009
$154K ﹤0.01%
20,233
2010
$154K ﹤0.01%
6,162
2011
$154K ﹤0.01%
6,682
2012
$154K ﹤0.01%
1,638
2013
$154K ﹤0.01%
7,882
2014
$154K ﹤0.01%
4,695
-19
2015
$153K ﹤0.01%
6,878
2016
$153K ﹤0.01%
3,682
2017
$153K ﹤0.01%
13,729
2018
$153K ﹤0.01%
2,402
+899
2019
$152K ﹤0.01%
92,782
2020
$152K ﹤0.01%
1,137
2021
$152K ﹤0.01%
2,617
+1,475
2022
$152K ﹤0.01%
14,252
-12,400
2023
$151K ﹤0.01%
3,725
+1,452
2024
$151K ﹤0.01%
5,411
+1,403
2025
$151K ﹤0.01%
4,538
79 80
81
82 83