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
$7.89B
AUM Growth
-$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,617
New
Increased
Reduced
Closed

Top Buys

1 +$37.2M
2 +$16.5M
3 +$15.4M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$14.8M
5
BWA icon
BorgWarner
BWA
+$13.3M

Top Sells

1 +$23.8M
2 +$20.7M
3 +$12.1M
4
JPM icon
JPMorgan Chase
JPM
+$9.05M
5
CVS icon
CVS Health
CVS
+$8.47M

Sector Composition

1 Financials 23.3%
2 Technology 14.13%
3 Healthcare 13.56%
4 Consumer Discretionary 8.15%
5 Industrials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$20K ﹤0.01%
1,308
2052
$20K ﹤0.01%
607
2053
$20K ﹤0.01%
632
2054
$20K ﹤0.01%
1,220
2055
$20K ﹤0.01%
744
2056
$20K ﹤0.01%
+1,073
2057
$20K ﹤0.01%
1,029
2058
$20K ﹤0.01%
831
2059
$20K ﹤0.01%
1,270
2060
$20K ﹤0.01%
651
2061
$20K ﹤0.01%
1,864
2062
$20K ﹤0.01%
1,566
2063
$20K ﹤0.01%
2,423
2064
$20K ﹤0.01%
14,858
2065
$20K ﹤0.01%
2,009
2066
$20K ﹤0.01%
334
2067
$20K ﹤0.01%
745
2068
$19K ﹤0.01%
480
2069
$19K ﹤0.01%
1,203
2070
$19K ﹤0.01%
608
2071
$19K ﹤0.01%
465
2072
$19K ﹤0.01%
1,975
2073
$19K ﹤0.01%
955
2074
$19K ﹤0.01%
1,466
2075
$19K ﹤0.01%
1,169