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
$16.9B
AUM Growth
-$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,969
New
Increased
Reduced
Closed

Top Buys

1
+$65.4M
2
+$54.9M
3
+$34.2M
4
PFE icon
Pfizer
PFE
+$28.4M
5
V icon
Visa
V
+$28.2M

Top Sells

1
+$16.9M
2
+$16M
3
+$12.3M
4
URI icon
United Rentals
URI
+$11.9M
5
ROK icon
Rockwell Automation
ROK
+$11.7M

Sector Composition

1 Technology 23.64%
2 Healthcare 16.35%
3 Financials 15.45%
4 Consumer Discretionary 9.94%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$121K ﹤0.01%
9,489
-29
2002
$121K ﹤0.01%
4,108
+3,515
2003
$120K ﹤0.01%
8,281
+4,872
2004
$120K ﹤0.01%
3,400
2005
$120K ﹤0.01%
3,901
2006
$120K ﹤0.01%
+24,819
2007
$119K ﹤0.01%
9,240
2008
$119K ﹤0.01%
1,873
2009
$119K ﹤0.01%
4,021
2010
$119K ﹤0.01%
4,252
2011
$119K ﹤0.01%
6,154
2012
$118K ﹤0.01%
7,501
2013
$118K ﹤0.01%
5,347
-3,447
2014
$118K ﹤0.01%
3,294
2015
$118K ﹤0.01%
22,731
2016
$118K ﹤0.01%
2,557
2017
$117K ﹤0.01%
3,071
2018
$117K ﹤0.01%
3,757
2019
$117K ﹤0.01%
+16,176
2020
$117K ﹤0.01%
3,712
2021
$117K ﹤0.01%
+8,216
2022
$117K ﹤0.01%
11,209
2023
$117K ﹤0.01%
9,857
2024
$116K ﹤0.01%
+3,627
2025
$116K ﹤0.01%
48,372
79 80
81
82 83