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
$7.89B
AUM Growth
-$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,617
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$16.5M
3
+$15.4M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$14.8M
5
BWA icon
BorgWarner
BWA
+$13.3M

Top Sells

1
+$23.8M
2
+$20.7M
3
+$12.1M
4
JPM icon
JPMorgan Chase
JPM
+$9.05M
5
CVS icon
CVS Health
CVS
+$8.47M

Sector Composition

1 Financials 23.3%
2 Technology 14.06%
3 Healthcare 13.56%
4 Consumer Discretionary 8.15%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$10K ﹤0.01%
786
2352
$10K ﹤0.01%
287
2353
$10K ﹤0.01%
856
2354
$10K ﹤0.01%
311
2355
$10K ﹤0.01%
986
2356
$10K ﹤0.01%
280
2357
$10K ﹤0.01%
259
2358
$10K ﹤0.01%
694
2359
$10K ﹤0.01%
829
2360
$10K ﹤0.01%
411
2361
$10K ﹤0.01%
364
2362
$10K ﹤0.01%
822
2363
$9K ﹤0.01%
2,784
2364
$9K ﹤0.01%
593
2365
$9K ﹤0.01%
352
2366
$9K ﹤0.01%
40
2367
$9K ﹤0.01%
11
-304
2368
$9K ﹤0.01%
290
2369
$9K ﹤0.01%
569
2370
$9K ﹤0.01%
409
2371
$9K ﹤0.01%
220
2372
$9K ﹤0.01%
240
-21,780
2373
$9K ﹤0.01%
593
2374
$9K ﹤0.01%
4,982
-216,400
2375
$9K ﹤0.01%
472
93 94
95
96 97