Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $40.9B
1-Year Est. Return 22.88%
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.9B
AUM Growth
+$809M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,628
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$61.2M
3
+$20.7M
4
MSFT icon
Microsoft
MSFT
+$19.7M
5
AAPL icon
Apple
AAPL
+$19.6M

Top Sells

1
+$61M
2
+$21.6M
3
+$19M
4
AVGO icon
Broadcom
AVGO
+$16.8M
5
STZ icon
Constellation Brands
STZ
+$12.6M

Sector Composition

1 Financials 25.55%
2 Technology 14.01%
3 Healthcare 13.87%
4 Consumer Discretionary 8.08%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$746M 9.45%
38,259,693
+3,136,318
2
$180M 2.28%
6,835,780
+743,768
3
$118M 1.49%
2,122,363
+355,012
4
$97.4M 1.23%
1,249,060
+7,000
5
$94.2M 1.19%
1,732,110
+62,700
6
$84.9M 1.07%
641,701
-57,276
7
$84.7M 1.07%
2,766,687
+291,590
8
$82.6M 1.05%
803,794
+103,490
9
$81.9M 1.04%
2,423,460
+242,340
10
$76.8M 0.97%
1,162,513
+86,983
11
$74.5M 0.94%
762,123
+14,672
12
$73.7M 0.93%
1,423,880
+45,066
13
$71.1M 0.9%
679,730
+59,613
14
$71.1M 0.9%
2,618,918
+87,087
15
$70.1M 0.89%
+1,802,360
16
$67.8M 0.86%
454,001
+8,134
17
$66.6M 0.84%
1,933,623
+159,696
18
$63.2M 0.8%
4,107,347
-37,200
19
$61.6M 0.78%
1,623,980
-1,606,820
20
$60.8M 0.77%
675,885
+26,607
21
$60.6M 0.77%
599,350
+15,246
22
$59.9M 0.76%
754,530
+123,087
23
$59.1M 0.75%
3,513,990
+142,127
24
$57.5M 0.73%
2,037,414
+143,512
25
$57.1M 0.72%
477,097
+3,712
1
2 3 4 5