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
2126
$19K ﹤0.01%
520
2127
$19K ﹤0.01%
1,466
2128
$19K ﹤0.01%
926
2129
$18K ﹤0.01%
65
2130
$18K ﹤0.01%
3,093
2131
$18K ﹤0.01%
702
2132
$18K ﹤0.01%
121
2133
$18K ﹤0.01%
955
2134
$18K ﹤0.01%
568
2135
$18K ﹤0.01%
2,344
2136
$18K ﹤0.01%
913
2137
$18K ﹤0.01%
591
2138
$18K ﹤0.01%
390
2139
$18K ﹤0.01%
613
2140
$18K ﹤0.01%
1,841
2141
$18K ﹤0.01%
460
+300
2142
$18K ﹤0.01%
474
2143
$18K ﹤0.01%
1,120
2144
$18K ﹤0.01%
1,677
2145
$18K ﹤0.01%
2,315
2146
$18K ﹤0.01%
1,119
2147
$18K ﹤0.01%
754
2148
$18K ﹤0.01%
489
2149
$18K ﹤0.01%
53
2150
$17K ﹤0.01%
732