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
$22.7B
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,840
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$59.8M
3
+$29.2M
4
FTNT icon
Fortinet
FTNT
+$27.1M
5
BKNG icon
Booking.com
BKNG
+$26.2M

Top Sells

1
+$39M
2
+$38.7M
3
+$20M
4
GE icon
GE Aerospace
GE
+$18.7M
5
PEP icon
PepsiCo
PEP
+$16.3M

Sector Composition

1 Technology 26.68%
2 Healthcare 15.24%
3 Financials 15.2%
4 Consumer Discretionary 9.47%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$175K ﹤0.01%
27,898
2002
$174K ﹤0.01%
11,592
+1,121
2003
$174K ﹤0.01%
25,476
2004
$173K ﹤0.01%
10,540
+3,379
2005
$173K ﹤0.01%
16,313
2006
$173K ﹤0.01%
4,238
+1,528
2007
$172K ﹤0.01%
14,520
2008
$172K ﹤0.01%
23,728
+7,249
2009
$172K ﹤0.01%
11,306
+4,330
2010
$171K ﹤0.01%
5,012
+1,549
2011
$171K ﹤0.01%
6,744
2012
$171K ﹤0.01%
37,671
+14,664
2013
$171K ﹤0.01%
12,391
2014
$171K ﹤0.01%
9,991
2015
$171K ﹤0.01%
20,884
2016
$170K ﹤0.01%
8,790
+2,886
2017
$170K ﹤0.01%
7,972
2018
$170K ﹤0.01%
2,491
2019
$170K ﹤0.01%
17,166
+4,517
2020
$169K ﹤0.01%
3,720
+1,511
2021
$169K ﹤0.01%
39,842
2022
$169K ﹤0.01%
4,704
-164
2023
$169K ﹤0.01%
145
-7
2024
$169K ﹤0.01%
3,093
2025
$168K ﹤0.01%
11,483
+3,635
79 80
81
82 83