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
2351
$10K ﹤0.01%
695
2352
$10K ﹤0.01%
305
2353
$10K ﹤0.01%
216
2354
$10K ﹤0.01%
856
2355
$10K ﹤0.01%
108
2356
$10K ﹤0.01%
382
2357
$10K ﹤0.01%
1,390
2358
$10K ﹤0.01%
259
2359
$10K ﹤0.01%
538
2360
$10K ﹤0.01%
352
2361
$10K ﹤0.01%
290
2362
$10K ﹤0.01%
771
2363
$10K ﹤0.01%
4,982
2364
$10K ﹤0.01%
453
2365
$10K ﹤0.01%
544
2366
$10K ﹤0.01%
477
2367
$10K ﹤0.01%
1,253
2368
$10K ﹤0.01%
414
2369
$9K ﹤0.01%
+884
2370
$9K ﹤0.01%
697
2371
$9K ﹤0.01%
820
2372
$9K ﹤0.01%
220
2373
$9K ﹤0.01%
551
2374
$9K ﹤0.01%
135
2375
$9K ﹤0.01%
543