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
$16.9B
AUM Growth
-$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,969
New
Increased
Reduced
Closed

Top Buys

1
+$65.4M
2
+$54.9M
3
+$34.2M
4
PFE icon
Pfizer
PFE
+$28.4M
5
V icon
Visa
V
+$28.2M

Top Sells

1
+$16.9M
2
+$16M
3
+$12.3M
4
URI icon
United Rentals
URI
+$11.9M
5
ROK icon
Rockwell Automation
ROK
+$11.7M

Sector Composition

1 Technology 23.64%
2 Healthcare 16.35%
3 Financials 15.45%
4 Consumer Discretionary 9.94%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$116K ﹤0.01%
2,685
2027
$116K ﹤0.01%
+1,777
2028
$115K ﹤0.01%
4,177
2029
$115K ﹤0.01%
3,986
2030
$115K ﹤0.01%
3,933
2031
$115K ﹤0.01%
6,915
2032
$115K ﹤0.01%
4,131
2033
$115K ﹤0.01%
6,165
2034
$115K ﹤0.01%
15,737
-3,531
2035
$115K ﹤0.01%
11,209
2036
$114K ﹤0.01%
16,265
2037
$114K ﹤0.01%
12,073
2038
$114K ﹤0.01%
33,195
2039
$114K ﹤0.01%
2,956
2040
$114K ﹤0.01%
8,569
2041
$114K ﹤0.01%
6,306
2042
$113K ﹤0.01%
3,608
2043
$113K ﹤0.01%
5,892
+4,530
2044
$113K ﹤0.01%
3,785
2045
$113K ﹤0.01%
6,352
2046
$113K ﹤0.01%
44,717
2047
$113K ﹤0.01%
48,498
+37,693
2048
$113K ﹤0.01%
2,902
2049
$113K ﹤0.01%
1,313
+1,141
2050
$113K ﹤0.01%
14,187
80 81
82
83 84