ZIG

Zurich Insurance Group Portfolio holdings

AUM $14B
1-Year Est. Return 54.08%
This Quarter Est. Return
1 Year Est. Return
+54.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.72B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.2M
3
+$15.1M
4
LMT icon
Lockheed Martin
LMT
+$14.2M
5
ELV icon
Elevance Health
ELV
+$13.8M

Top Sells

1
+$32.3M
2
+$15.8M
3
+$14.7M
4
CSX icon
CSX Corp
CSX
+$13.9M
5
OXY icon
Occidental Petroleum
OXY
+$13.2M

Sector Composition

1 Technology 17.46%
2 Financials 15.31%
3 Healthcare 14.33%
4 Industrials 10.32%
5 Consumer Discretionary 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.05M 0.11%
215,650
-39,080
227
$5.02M 0.11%
56,331
-13,400
228
$5.01M 0.11%
236,264
+102,313
229
$4.93M 0.1%
49,899
-11,970
230
$4.89M 0.1%
44,744
-46,159
231
$4.89M 0.1%
53,768
+23
232
$4.85M 0.1%
+177,781
233
$4.84M 0.1%
+68,926
234
$4.82M 0.1%
23,892
-17,899
235
$4.81M 0.1%
67,804
-11,328
236
$4.8M 0.1%
+163,980
237
$4.71M 0.1%
189,896
-9,188
238
$4.65M 0.1%
+62,264
239
$4.54M 0.1%
140,588
-110,394
240
$4.51M 0.1%
149,304
+62,716
241
$4.43M 0.09%
316,499
-152,157
242
$4.4M 0.09%
31,956
+6,573
243
$4.39M 0.09%
54,382
+45
244
$4.37M 0.09%
49,193
+42
245
$4.33M 0.09%
82,067
-168,130
246
$4.32M 0.09%
116,225
-130,369
247
$4.3M 0.09%
50,060
-32,419
248
$4.22M 0.09%
303,281
+74,311
249
$4.22M 0.09%
46,783
-20,952
250
$4.21M 0.09%
+30,544
8 9
10
11 12