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
$7.69B
AUM Growth
-$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,624
New
Increased
Reduced
Closed

Top Buys

1 +$23.2M
2 +$20.8M
3 +$16.5M
4
VDE icon
Vanguard Energy ETF
VDE
+$15.4M
5
XOM icon
Exxon Mobil
XOM
+$15.3M

Top Sells

1 +$43.4M
2 +$20.8M
3 +$20.1M
4
USB icon
US Bancorp
USB
+$19.1M
5
RTX icon
RTX Corp
RTX
+$19M

Sector Composition

1 Financials 20.35%
2 Healthcare 14.04%
3 Technology 13.65%
4 Consumer Discretionary 8.65%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$21K ﹤0.01%
8,360
2052
$21K ﹤0.01%
524
2053
$21K ﹤0.01%
2,309
2054
$21K ﹤0.01%
831
2055
$21K ﹤0.01%
616
2056
$21K ﹤0.01%
635
2057
$21K ﹤0.01%
381
2058
$21K ﹤0.01%
1,646
2059
$21K ﹤0.01%
1,056
2060
$21K ﹤0.01%
518
2061
$21K ﹤0.01%
1,270
2062
$21K ﹤0.01%
632
2063
$21K ﹤0.01%
3,112
2064
$21K ﹤0.01%
1,864
2065
$21K ﹤0.01%
814
2066
$20K ﹤0.01%
843
2067
$20K ﹤0.01%
1,203
2068
$20K ﹤0.01%
1,275
2069
$20K ﹤0.01%
1,757
2070
$20K ﹤0.01%
727
2071
$20K ﹤0.01%
465
2072
$20K ﹤0.01%
1,887
2073
$20K ﹤0.01%
1,140
2074
$20K ﹤0.01%
741
2075
$20K ﹤0.01%
835