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
$10.7B
AUM Growth
-$2.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,634
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$24.3M
3
+$21.9M
4
CTXS
Citrix Systems Inc
CTXS
+$21.6M
5
NKE icon
Nike
NKE
+$20.9M

Top Sells

1
+$17.6M
2
+$14M
3
+$13M
4
ELV icon
Elevance Health
ELV
+$11.5M
5
UPS icon
United Parcel Service
UPS
+$10.9M

Sector Composition

1 Technology 21.89%
2 Financials 15.94%
3 Healthcare 15.76%
4 Consumer Discretionary 10.09%
5 Communication Services 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$40K ﹤0.01%
784
2027
$40K ﹤0.01%
2,145
2028
$40K ﹤0.01%
5,626
+3,418
2029
$40K ﹤0.01%
3,876
2030
$40K ﹤0.01%
255
+127
2031
$40K ﹤0.01%
1,640
2032
$39K ﹤0.01%
2,321
2033
$39K ﹤0.01%
864
2034
$39K ﹤0.01%
671
2035
$39K ﹤0.01%
1,557
2036
$39K ﹤0.01%
1,823
2037
$39K ﹤0.01%
1,391
2038
$39K ﹤0.01%
6,725
2039
$39K ﹤0.01%
+7,026
2040
$39K ﹤0.01%
1,550
+478
2041
$39K ﹤0.01%
1,936
2042
$39K ﹤0.01%
3,387
2043
$39K ﹤0.01%
1,900
2044
$39K ﹤0.01%
25,033
+23,171
2045
$39K ﹤0.01%
9,364
2046
$38K ﹤0.01%
794
2047
$38K ﹤0.01%
179
+71
2048
$38K ﹤0.01%
916
2049
$38K ﹤0.01%
14,469
2050
$38K ﹤0.01%
1,995
80 81
82
83 84