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
$7.89B
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 14.13%
3 Healthcare 13.56%
4 Consumer Discretionary 8.15%
5 Industrials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$656M 8.31%
40,561,660
+2,301,967
2
$183M 2.32%
6,715,432
-120,348
3
$134M 1.69%
2,420,283
+297,920
4
$111M 1.4%
1,323,575
+74,515
5
$94M 1.19%
869,036
+65,242
6
$87.5M 1.11%
656,031
+14,330
7
$84.1M 1.07%
1,739,191
+7,081
8
$80M 1.01%
701,447
+21,717
9
$77.2M 0.98%
2,744,185
-22,502
10
$74.5M 0.94%
1,953,160
+150,800
11
$72.6M 0.92%
2,445,340
+21,880
12
$70.6M 0.89%
680,500
-81,623
13
$70M 0.89%
2,458,673
-160,245
14
$67.5M 0.86%
707,858
+31,973
15
$67.4M 0.85%
442,664
-11,337
16
$65.8M 0.83%
799,603
+45,073
17
$62.9M 0.8%
2,058,422
+21,008
18
$62.2M 0.79%
1,923,742
-9,881
19
$61.4M 0.78%
1,648,800
+24,820
20
$61.2M 0.78%
666,405
+67,055
21
$59.8M 0.76%
1,009,628
-152,885
22
$58.7M 0.74%
3,675,032
-432,315
23
$55.6M 0.71%
567,116
-1,082
24
$54M 0.68%
1,932,140
+65,109
25
$52.1M 0.66%
1,031,323
+49,553
1
2 3 4 5