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

Top Buys

1 +$21.9M
2 +$19.9M
3 +$16.8M
4
ROK icon
Rockwell Automation
ROK
+$15M
5
VDE icon
Vanguard Energy ETF
VDE
+$14.9M

Top Sells

1 +$51.4M
2 +$21M
3 +$19.8M
4
AET
Aetna Inc
AET
+$19.5M
5
RTX icon
RTX Corp
RTX
+$18.9M

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%
2,126
2027
$22K ﹤0.01%
1,790
2028
$22K ﹤0.01%
1,777
2029
$22K ﹤0.01%
838
2030
$22K ﹤0.01%
1,605
2031
$22K ﹤0.01%
689
2032
$22K ﹤0.01%
1,026
2033
$22K ﹤0.01%
169
2034
$22K ﹤0.01%
1,413
2035
$22K ﹤0.01%
3,285
2036
$22K ﹤0.01%
1,038
-1,038
2037
$22K ﹤0.01%
15,806
2038
$22K ﹤0.01%
2,423
2039
$21K ﹤0.01%
830
2040
$21K ﹤0.01%
1,169
2041
$21K ﹤0.01%
671
2042
$21K ﹤0.01%
862
2043
$21K ﹤0.01%
1,078
2044
$21K ﹤0.01%
1,081
2045
$21K ﹤0.01%
381
2046
$21K ﹤0.01%
1,270
2047
$21K ﹤0.01%
814
2048
$21K ﹤0.01%
632
2049
$21K ﹤0.01%
3,112
2050
$21K ﹤0.01%
1,864