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
$43.5B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,623
New
Increased
Reduced
Closed

Top Buys

1 +$182M
2 +$150M
3 +$66.9M
4
CVS icon
CVS Health
CVS
+$66.1M
5
PANW icon
Palo Alto Networks
PANW
+$39.9M

Top Sells

1 +$277M
2 +$99.7M
3 +$73.2M
4
UNH icon
UnitedHealth
UNH
+$68.9M
5
MCD icon
McDonald's
MCD
+$66.1M

Sector Composition

1 Technology 32.03%
2 Financials 17.24%
3 Consumer Discretionary 9.83%
4 Healthcare 9.66%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SKE
2001
Skeena Resources
SKE
$2.86B
$267K ﹤0.01%
14,498
LZB icon
2002
La-Z-Boy
LZB
$1.62B
$267K ﹤0.01%
7,779
HLIT icon
2003
Harmonic Inc
HLIT
$1.11B
$266K ﹤0.01%
26,163
YEXT icon
2004
Yext
YEXT
$1.02B
$266K ﹤0.01%
31,232
+2,016
HFWA icon
2005
Heritage Financial
HFWA
$846M
$266K ﹤0.01%
10,991
+2,862
WLDN icon
2006
Willdan Group
WLDN
$1.64B
$266K ﹤0.01%
+2,749
XERS icon
2007
Xeris Biopharma Holdings
XERS
$1.22B
$266K ﹤0.01%
32,652
+29,353
BBSI icon
2008
Barrett Business Services
BBSI
$936M
$264K ﹤0.01%
5,955
PLAB icon
2009
Photronics
PLAB
$1.95B
$263K ﹤0.01%
11,477
JJSF icon
2010
J&J Snack Foods
JJSF
$1.79B
$263K ﹤0.01%
2,740
OUST icon
2011
Ouster
OUST
$1.33B
$262K ﹤0.01%
+9,697
CRI icon
2012
Carter's
CRI
$1.16B
$261K ﹤0.01%
9,243
TNDM icon
2013
Tandem Diabetes Care
TNDM
$1.5B
$260K ﹤0.01%
21,449
IIIN icon
2014
Insteel Industries
IIIN
$616M
$260K ﹤0.01%
6,784
+1,498
SMA
2015
SmartStop Self Storage REIT
SMA
$1.74B
$260K ﹤0.01%
+6,900
AMPX icon
2016
Amprius Technologies
AMPX
$1.22B
$260K ﹤0.01%
+24,680
UFPT icon
2017
UFP Technologies
UFPT
$1.77B
$256K ﹤0.01%
1,284
DFH icon
2018
Dream Finders Homes
DFH
$1.66B
$255K ﹤0.01%
9,848
STKL
2019
SunOpta
STKL
$439M
$255K ﹤0.01%
43,605
-876
IIIV icon
2020
i3 Verticals
IIIV
$621M
$255K ﹤0.01%
7,851
AHCO icon
2021
AdaptHealth
AHCO
$1.35B
$254K ﹤0.01%
28,422
+7,266
WABC icon
2022
Westamerica Bancorp
WABC
$1.25B
$254K ﹤0.01%
5,088
DCO icon
2023
Ducommun
DCO
$1.41B
$254K ﹤0.01%
2,642
LASR icon
2024
nLIGHT
LASR
$1.92B
$254K ﹤0.01%
+8,561
TR icon
2025
Tootsie Roll Industries
TR
$2.75B
$253K ﹤0.01%
6,038
+1,649