Zurich Cantonal Bank Portfolio holdings
AUM
$40.9B
1-Year Return
22.88%
This Quarter Return
+0.66%
1 Year Return
+22.88%
3 Year Return
+106.76%
5 Year Return
+189.8%
10 Year Return
+428.78%
AUM
$18.5B
AUM Growth
+$482M
(+2.7%)
Cap. Flow
+$504M
Cap. Flow
% of AUM
2.73%
Top 10 Holdings %
Top 10 Hldgs %
25.83%
Holding
2,863
New
216
Increased
640
Reduced
575
Closed
37
Top Buys
| 1 |
United Rentals
URI
|
+$83M |
| 2 |
Walmart
WMT
|
+$74.2M |
| 3 |
UBS Group
UBS
|
+$50.1M |
| 4 |
Wells Fargo
WFC
|
+$43.3M |
| 5 |
Union Pacific
UNP
|
+$38.7M |
Top Sells
| 1 |
GE Aerospace
GE
|
+$29.2M |
| 2 |
Mondelez International
MDLZ
|
+$21.8M |
| 3 |
Johnson & Johnson
JNJ
|
+$21.4M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$20.5M |
| 5 |
Baidu
BIDU
|
+$18.9M |
Sector Composition
| 1 | Technology | 24.96% |
| 2 | Financials | 16.04% |
| 3 | Healthcare | 14.22% |
| 4 | Consumer Discretionary | 10.61% |
| 5 | Communication Services | 9.55% |
