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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $52.2B
1-Year Est. Return 40.82%
This Fund
S&P 500
This Quarter Est. Return
+10.33%
1 Year Est. Return
+40.82%
3 Year Est. Return
+127.89%
5 Year Est. Return
+169.31%
10 Year Est. Return
+639.41%
AUM
$20.5B
AUM Growth
+$1.83B
Cap. Flow
+$405M
Cap. Flow %
1.97%
Top 10 Hldgs %
27.01%
Holding
2,922
New
72
Increased
1,296
Reduced
485
Closed
67

Top Buys

Rank Stock Value
1
TMUS icon
T-Mobile US
TMUS
+$54.9M
2
MSFT icon
Microsoft
MSFT
+$53.5M
3
ALC icon
Alcon
ALC
+$52M
4
AAPL icon
Apple
AAPL
+$46.4M
5
LLY icon
Eli Lilly
LLY
+$38.1M

Top Sells

Rank Stock Value
1
VZ icon
Verizon
VZ
+$47.6M
2
LOGI icon
Logitech
LOGI
+$39.6M
3
MOS icon
The Mosaic Company
MOS
+$30.7M
4
URI icon
United Rentals
URI
+$23.9M
5
EWBC icon
East-West Bancorp
EWBC
+$20.6M

Sector Composition

Rank Sector Weight
1 Technology 25.38%
2 Healthcare 15.78%
3 Financials 15.5%
4 Consumer Discretionary 9.55%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KD icon
1376
Kyndryl
KD
$2.91B
$402K ﹤0.01%
27,217
– –
BCC icon
1377
Boise Cascade
BCC
$2.98B
$400K ﹤0.01%
6,332
– –
SCL icon
1378
Stepan Co
SCL
$1.48B
$400K ﹤0.01%
3,880
– –
W icon
1379
Wayfair
W
$14.1B
$399K ﹤0.01%
11,624
+1,252
+12% +$55.4K
INSM icon
1380
Insmed
INSM
$29B
$399K ﹤0.01%
23,380
+3,363
+17% +$65.3K
EXTR icon
1381
Extreme Networks
EXTR
$3.14B
$398K ﹤0.01%
20,807
– –
MLCO icon
1382
Melco Resorts & Entertainment
MLCO
$2.16B
$397K ﹤0.01%
31,202
+2,981
+11% +$38.4K
MDGL icon
1383
Madrigal Pharmaceuticals
MDGL
$12.4B
$396K ﹤0.01%
1,633
+94
+6% +$25.6K
DUOL icon
1384
Duolingo
DUOL
$6.34B
$396K ﹤0.01%
2,774
-83
-3% -$8.52K
UMBF icon
1385
UMB Financial
UMBF
$11.2B
$395K ﹤0.01%
6,850
– –
AIV
1386
Aimco
AIV
$376M
$395K ﹤0.01%
51,325
– –
ALGM icon
1387
Allegro MicroSystems
ALGM
$7.93B
$393K ﹤0.01%
8,188
– –
PD icon
1388
PagerDuty
PD
$915M
$392K ﹤0.01%
11,205
+1,699
+18% +$49.9K
BB icon
1389
BlackBerry
BB
$5.26B
$392K ﹤0.01%
85,532
+7,602
+10% +$30.1K
AMKR icon
1390
Amkor Technology
AMKR
$13.5B
$391K ﹤0.01%
15,026
– –
OUT icon
1391
Outfront Media
OUT
$5.27B
$390K ﹤0.01%
24,441
+5,239
+27% +$91.7K
AWI icon
1392
Armstrong World Industries
AWI
$7.89B
$390K ﹤0.01%
5,480
+5
+0.1% +$374
FRSH icon
1393
Freshworks
FRSH
$3.31B
$389K ﹤0.01%
25,349
+5,816
+30% +$88.1K
UEC icon
1394
Uranium Energy
UEC
$5.67B
$388K ﹤0.01%
134,623
+1,816
+1% +$6.57K
DNLI icon
1395
Denali Therapeutics
DNLI
$3.95B
$387K ﹤0.01%
16,818
+4,500
+37% +$124K
PTEN icon
1396
Patterson-UTI
PTEN
$4.22B
$387K ﹤0.01%
33,109
– –
FOLD
1397
DELISTED
Amicus Therapeutics
FOLD
$387K ﹤0.01%
34,893
-25
-0.1% -$308
SHOO icon
1398
Steven Madden
SHOO
$3.53B
$387K ﹤0.01%
10,744
– –
WIT icon
1399
Wipro
WIT
$19.5B
$386K ﹤0.01%
172,048
– –
CVBF icon
1400
CVB Financial
CVBF
$4.02B
$386K ﹤0.01%
23,142
+1,492
+7% +$34K
54 55
56
57 58

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Zurich Cantonal Bank's Q1 2023 Portfolio in Review

As of Q1 2023, Zurich Cantonal Bank held 2,922 positions worth $20.5B, up 9.8% from $18.7B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Trading was light in Q1 2023: portfolio turnover was 4.8%. Zurich Cantonal Bank opened 72 new positions and exited 67, leaving the 2,922-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 23% a quarter earlier, followed by Healthcare and Financials.

  • Zurich Cantonal Bank's largest Q1 2023 buy was GE HealthCare: 125,890 shares worth $10.3M.
  • Zurich Cantonal Bank added most to T-Mobile US in Q1 2023, an estimated $54.9M increase.
  • Zurich Cantonal Bank's biggest Q1 2023 reduction was Verizon, cutting an estimated $47.6M.
  • Zurich Cantonal Bank fully exited SVB Financial Group in Q1 2023, selling an estimated $4.04M.
  • Zurich Cantonal Bank's ten largest holdings make up 27% of its $20.5B portfolio in Q1 2023.
  • Zurich Cantonal Bank opened 72 new positions and closed 67 in Q1 2023.
  • Zurich Cantonal Bank's portfolio value rose 9.8% quarter-over-quarter to $20.5B.

Based on Zurich Cantonal Bank's 13F filing for Q1 2023, filed 8 May 2023.