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
$12.3B
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$130M
3
+$128M
4
EXE
Expand Energy Corp
EXE
+$109M
5
MSFT icon
Microsoft
MSFT
+$104M

Top Sells

1
+$120M
2
+$101M
3
+$96.5M
4
CRM icon
Salesforce
CRM
+$92.4M
5
DECK icon
Deckers Outdoor
DECK
+$84.9M

Sector Composition

1 Technology 28.75%
2 Financials 14.72%
3 Healthcare 10.9%
4 Communication Services 10.55%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.28M 0.01%
7,200
227
$1.26M 0.01%
+7,200
228
$1.26M 0.01%
+24,600
229
$1.26M 0.01%
14,300
230
$1.25M 0.01%
12,000
231
$1.25M 0.01%
45,900
232
$1.23M 0.01%
+4,300
233
$1.22M 0.01%
+42,700
234
$1.19M 0.01%
27,900
235
$1.17M 0.01%
+16,500
236
$1.15M 0.01%
+48,400
237
$1.15M 0.01%
13,100
238
$1.13M 0.01%
+16,500
239
$1.1M 0.01%
16,400
240
$1.05M 0.01%
54,700
241
$1.04M 0.01%
12,500
242
$997K 0.01%
+4,518
243
$986K 0.01%
16,200
244
$981K 0.01%
10,600
245
$978K 0.01%
24,500
246
$937K 0.01%
10,200
247
$911K 0.01%
32,900
248
$898K 0.01%
+14,000
249
$758K 0.01%
10,300
250
$440K ﹤0.01%
2,012
-295,018
8 9
10
11 12