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
$7.89B
AUM Growth
-$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,617
New
Increased
Reduced
Closed

Top Buys

1 +$37.2M
2 +$16.5M
3 +$15.4M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$14.8M
5
BWA icon
BorgWarner
BWA
+$13.3M

Top Sells

1 +$23.8M
2 +$20.7M
3 +$12.1M
4
JPM icon
JPMorgan Chase
JPM
+$9.05M
5
CVS icon
CVS Health
CVS
+$8.47M

Sector Composition

1 Financials 23.3%
2 Technology 14.13%
3 Healthcare 13.56%
4 Consumer Discretionary 8.15%
5 Industrials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$20K ﹤0.01%
983
2027
$20K ﹤0.01%
727
2028
$20K ﹤0.01%
996
2029
$20K ﹤0.01%
2,744
2030
$20K ﹤0.01%
5,019
2031
$20K ﹤0.01%
75
2032
$20K ﹤0.01%
2,308
2033
$20K ﹤0.01%
830
2034
$20K ﹤0.01%
+2,344
2035
$20K ﹤0.01%
621
2036
$20K ﹤0.01%
926
2037
$20K ﹤0.01%
903
2038
$20K ﹤0.01%
1,790
2039
$20K ﹤0.01%
1,078
2040
$20K ﹤0.01%
390
2041
$20K ﹤0.01%
666
2042
$20K ﹤0.01%
1,465
2043
$20K ﹤0.01%
942
2044
$20K ﹤0.01%
739
2045
$20K ﹤0.01%
587
2046
$20K ﹤0.01%
635
2047
$20K ﹤0.01%
381
2048
$20K ﹤0.01%
61
2049
$20K ﹤0.01%
1,056
2050
$20K ﹤0.01%
507