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
2101
$20K ﹤0.01%
670
2102
$20K ﹤0.01%
1,150
2103
$20K ﹤0.01%
620
2104
$19K ﹤0.01%
1,092
2105
$19K ﹤0.01%
2,054
2106
$19K ﹤0.01%
2,865
2107
$19K ﹤0.01%
1,871
+710
2108
$19K ﹤0.01%
2,416
2109
$19K ﹤0.01%
778
2110
$19K ﹤0.01%
998
2111
$19K ﹤0.01%
753
2112
$19K ﹤0.01%
1,047
2113
$19K ﹤0.01%
1,021
2114
$19K ﹤0.01%
1,197
2115
$19K ﹤0.01%
507
2116
$19K ﹤0.01%
1,100
2117
$19K ﹤0.01%
1,231
-17,553
2118
$19K ﹤0.01%
651
2119
$19K ﹤0.01%
978
2120
$19K ﹤0.01%
1,557
-11,400
2121
$19K ﹤0.01%
1,395
2122
$19K ﹤0.01%
3,068
+813
2123
$19K ﹤0.01%
1,047
2124
$19K ﹤0.01%
493
2125
$19K ﹤0.01%
1,853
83 84
85
86 87