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
$7.69B
AUM Growth
-$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,624
New
Increased
Reduced
Closed

Top Buys

1 +$23.2M
2 +$20.8M
3 +$16.5M
4
VDE icon
Vanguard Energy ETF
VDE
+$15.4M
5
XOM icon
Exxon Mobil
XOM
+$15.3M

Top Sells

1 +$43.4M
2 +$20.8M
3 +$20.1M
4
USB icon
US Bancorp
USB
+$19.1M
5
RTX icon
RTX Corp
RTX
+$19M

Sector Composition

1 Financials 20.35%
2 Healthcare 14.04%
3 Technology 13.65%
4 Consumer Discretionary 8.65%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$22K ﹤0.01%
1,038
-1,038
2027
$22K ﹤0.01%
15,806
2028
$22K ﹤0.01%
977
2029
$22K ﹤0.01%
795
2030
$22K ﹤0.01%
2,423
2031
$22K ﹤0.01%
1,214
2032
$22K ﹤0.01%
476
2033
$22K ﹤0.01%
2,126
2034
$22K ﹤0.01%
1,790
2035
$22K ﹤0.01%
1,777
2036
$22K ﹤0.01%
838
2037
$22K ﹤0.01%
1,605
2038
$22K ﹤0.01%
3,285
2039
$21K ﹤0.01%
320
2040
$21K ﹤0.01%
208
2041
$21K ﹤0.01%
1,462
2042
$21K ﹤0.01%
495
2043
$21K ﹤0.01%
1,900
2044
$21K ﹤0.01%
996
2045
$21K ﹤0.01%
830
2046
$21K ﹤0.01%
1,169
2047
$21K ﹤0.01%
671
2048
$21K ﹤0.01%
862
2049
$21K ﹤0.01%
1,078
2050
$21K ﹤0.01%
1,081