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
251
$4.21M 0.09%
253,632
+115,952
252
$4.17M 0.09%
141,102
-38,754
253
$4.14M 0.09%
208,389
-325,198
254
$4.14M 0.09%
34,376
-39,927
255
$4.06M 0.09%
+40,834
256
$4.05M 0.09%
80,593
+65
257
$3.96M 0.08%
+236,647
258
$3.93M 0.08%
61,996
+36
259
$3.87M 0.08%
+95,392
260
$3.84M 0.08%
34,550
-39,883
261
$3.83M 0.08%
28,065
+26
262
$3.74M 0.08%
94,823
-52,580
263
$3.73M 0.08%
50,659
+42
264
$3.71M 0.08%
+134,190
265
$3.65M 0.08%
21,733
-2,487
266
$3.65M 0.08%
+23,209
267
$3.5M 0.07%
77,355
+24,400
268
$3.42M 0.07%
117,220
-241,674
269
$3.39M 0.07%
56,226
-6,397
270
$3.37M 0.07%
122,061
+85,921
271
$3.35M 0.07%
39,222
-15,381
272
$3.34M 0.07%
70,500
-99,077
273
$3.29M 0.07%
112,860
-50,436
274
$3.25M 0.07%
114,283
-42,688
275
$3.19M 0.07%
+39,876
9 10
11
12 13