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
$11.6B
AUM Growth
+$916M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,690
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$11.8M
3
+$9.84M
4
BABA icon
Alibaba
BABA
+$9.8M
5
AMT icon
American Tower
AMT
+$9.37M

Top Sells

1
+$97.1M
2
+$95.7M
3
+$45.3M
4
MA icon
Mastercard
MA
+$31.7M
5
V icon
Visa
V
+$30.2M

Sector Composition

1 Technology 23.64%
2 Financials 15.69%
3 Healthcare 14.58%
4 Consumer Discretionary 11.39%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$79K ﹤0.01%
5,777
+3,663
2027
$78K ﹤0.01%
5,088
2028
$78K ﹤0.01%
669
2029
$78K ﹤0.01%
11,468
+3,551
2030
$77K ﹤0.01%
7,639
2031
$77K ﹤0.01%
9,073
2032
$77K ﹤0.01%
+146
2033
$77K ﹤0.01%
+9,907
2034
$77K ﹤0.01%
979
2035
$77K ﹤0.01%
5,708
+2,952
2036
$77K ﹤0.01%
+596
2037
$77K ﹤0.01%
2,209
2038
$76K ﹤0.01%
3,666
+1,619
2039
$76K ﹤0.01%
6,201
2040
$76K ﹤0.01%
1,513
+263
2041
$75K ﹤0.01%
4,335
+1,948
2042
$75K ﹤0.01%
2,555
+1,140
2043
$75K ﹤0.01%
10,117
2044
$75K ﹤0.01%
6,631
+1,326
2045
$75K ﹤0.01%
7,150
2046
$75K ﹤0.01%
7,764
2047
$75K ﹤0.01%
10,405
+4,523
2048
$75K ﹤0.01%
4,944
+1,772
2049
$75K ﹤0.01%
30,797
+15,357
2050
$74K ﹤0.01%
1,748
+686
80 81
82
83 84