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
2251
$14K ﹤0.01%
273
2252
$14K ﹤0.01%
583
2253
$14K ﹤0.01%
2,533
2254
$14K ﹤0.01%
2,143
2255
$13K ﹤0.01%
235
2256
$13K ﹤0.01%
1,408
2257
$13K ﹤0.01%
1,863
2258
$13K ﹤0.01%
2,319
2259
$13K ﹤0.01%
3,308
2260
$13K ﹤0.01%
1,149
2261
$13K ﹤0.01%
2,308
2262
$13K ﹤0.01%
4,723
2263
$13K ﹤0.01%
465
2264
$13K ﹤0.01%
356
2265
$13K ﹤0.01%
608
2266
$13K ﹤0.01%
507
2267
$13K ﹤0.01%
312
2268
$13K ﹤0.01%
536
2269
$13K ﹤0.01%
1,262
2270
$13K ﹤0.01%
776
2271
$13K ﹤0.01%
939
2272
$13K ﹤0.01%
14
2273
$13K ﹤0.01%
607
2274
$13K ﹤0.01%
986
2275
$13K ﹤0.01%
138