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
$6.98B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$108M
3
+$103M
4
CMG icon
Chipotle Mexican Grill
CMG
+$99.9M
5
NEE icon
NextEra Energy
NEE
+$88.5M

Top Sells

1
+$114M
2
+$111M
3
+$97.1M
4
POOL icon
Pool Corp
POOL
+$94.6M
5
GNRC icon
Generac Holdings
GNRC
+$85.8M

Sector Composition

1 Technology 25.86%
2 Financials 19.22%
3 Consumer Discretionary 16.74%
4 Communication Services 12.75%
5 Healthcare 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-755,389
227
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-12,300
228
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-952,524
229
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-14,900
230
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-91,734
231
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-10,500
232
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-675,415
233
– –
-7,800
234
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-41,200
235
– –
-302,028
236
– –
-27,159
237
– –
-8,800
6 7 8 9
10