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 13.72%
4 Consumer Discretionary 8.65%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
$16K ﹤0.01%
2,533
2177
$16K ﹤0.01%
1,174
-12,000
2178
$16K ﹤0.01%
848
2179
$16K ﹤0.01%
1,482
2180
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1,176
2181
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885
2182
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431
2183
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143
2184
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819
2185
$16K ﹤0.01%
1,139
2186
$16K ﹤0.01%
2,266
2187
$16K ﹤0.01%
772
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$16K ﹤0.01%
2,679
2189
$16K ﹤0.01%
1,567
2190
$16K ﹤0.01%
1,308
2191
$16K ﹤0.01%
168
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2193
$16K ﹤0.01%
424
2194
$16K ﹤0.01%
2,269
2195
$16K ﹤0.01%
1,188
2196
$16K ﹤0.01%
1,257
2197
$16K ﹤0.01%
2,064
2198
$16K ﹤0.01%
2,487
2199
$16K ﹤0.01%
387
2200
$16K ﹤0.01%
1,727