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
2201
$15K ﹤0.01%
607
2202
$15K ﹤0.01%
705
2203
$15K ﹤0.01%
2,173
2204
$15K ﹤0.01%
755
2205
$15K ﹤0.01%
3,559
2206
$15K ﹤0.01%
705
2207
$15K ﹤0.01%
61
2208
$15K ﹤0.01%
58
2209
$15K ﹤0.01%
1,323
2210
$15K ﹤0.01%
345
2211
$15K ﹤0.01%
1,566
2212
$15K ﹤0.01%
1,963
2213
$15K ﹤0.01%
334
2214
$15K ﹤0.01%
557
2215
$15K ﹤0.01%
549
2216
$15K ﹤0.01%
797
2217
$15K ﹤0.01%
667
2218
$15K ﹤0.01%
1,138
2219
$15K ﹤0.01%
386
2220
$15K ﹤0.01%
883
2221
$15K ﹤0.01%
254
2222
$15K ﹤0.01%
1,299
2223
$15K ﹤0.01%
1,381
-1,360
2224
$14K ﹤0.01%
95
-785
2225
$14K ﹤0.01%
64