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
2401
$8K ﹤0.01%
326
2402
$8K ﹤0.01%
1,384
2403
$8K ﹤0.01%
554
2404
$8K ﹤0.01%
167
2405
$8K ﹤0.01%
1,337
2406
$8K ﹤0.01%
1,066
2407
$8K ﹤0.01%
1,330
2408
$8K ﹤0.01%
9,100
2409
$8K ﹤0.01%
1,107
2410
$8K ﹤0.01%
2,067
2411
$8K ﹤0.01%
3,396
2412
$8K ﹤0.01%
1,087
2413
$8K ﹤0.01%
492
2414
$8K ﹤0.01%
569
2415
$8K ﹤0.01%
528
2416
$8K ﹤0.01%
593
2417
$8K ﹤0.01%
2,075
2418
$8K ﹤0.01%
472
2419
$8K ﹤0.01%
511
2420
$8K ﹤0.01%
956
2421
$8K ﹤0.01%
572
2422
$7K ﹤0.01%
1,427
2423
$7K ﹤0.01%
1,342
2424
$7K ﹤0.01%
402
2425
$7K ﹤0.01%
453