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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $46B
1-Year Est. Return 28.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.5B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,623
New
Increased
Reduced
Closed

Top Buys

1 +$172M
2 +$117M
3 +$60.5M
4
CVS icon
CVS Health
CVS
+$60.1M
5
CRS icon
Carpenter Technology
CRS
+$40.4M

Top Sells

1 +$263M
2 +$98.2M
3 +$68.4M
4
MCD icon
McDonald's
MCD
+$66.2M
5
UNH icon
UnitedHealth
UNH
+$60.4M

Sector Composition

1 Technology 32.02%
2 Financials 17.25%
3 Consumer Discretionary 9.83%
4 Healthcare 9.66%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$252K ﹤0.01%
1,842
+870
2027
$252K ﹤0.01%
8,714
+2,350
2028
$251K ﹤0.01%
+65,298
2029
$250K ﹤0.01%
21,415
2030
$250K ﹤0.01%
19,281
+4,278
2031
$250K ﹤0.01%
9,930
+2,896
2032
$250K ﹤0.01%
22,980
2033
$249K ﹤0.01%
5,201
+2,444
2034
$249K ﹤0.01%
47,621
+18,924
2035
$248K ﹤0.01%
11,111
2036
$248K ﹤0.01%
6,200
2037
$248K ﹤0.01%
1,842
2038
$248K ﹤0.01%
21,154
2039
$247K ﹤0.01%
14,916
+4,207
2040
$246K ﹤0.01%
10,748
+3,063
2041
$245K ﹤0.01%
2,714
2042
$245K ﹤0.01%
42,271
2043
$244K ﹤0.01%
15,231
2044
$243K ﹤0.01%
16,502
+3,066
2045
$242K ﹤0.01%
62,658
+17,370
2046
$242K ﹤0.01%
15,049
2047
$242K ﹤0.01%
20,060
+5,060
2048
$242K ﹤0.01%
78,997
2049
$242K ﹤0.01%
3,918
2050
$241K ﹤0.01%
1,436