ZIG

Zurich Insurance Group Portfolio holdings

AUM $14.4B
1-Year Est. Return 53.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.37B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$31.2M
3
+$28.4M
4
ISRG icon
Intuitive Surgical
ISRG
+$26.7M
5
EXP icon
Eagle Materials
EXP
+$24.6M

Top Sells

1
+$71.7M
2
+$43.9M
3
+$34.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$33.8M
5
MHK icon
Mohawk Industries
MHK
+$31.3M

Sector Composition

1 Technology 25.5%
2 Financials 19.67%
3 Consumer Discretionary 14.96%
4 Communication Services 13.59%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-17,368
227
– –
-37,900
228
– –
-13,320
229
– –
-13,300
230
– –
-12,600
231
– –
-15,070
232
– –
-17,800
233
– –
-10,600
234
– –
-35,447
235
– –
-49,200
236
– –
-17,900
6 7 8 9
10