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
$4.16B
AUM Growth
-$559M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$25.5M
3
+$22.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$20.1M
5
ORLY icon
O'Reilly Automotive
ORLY
+$19.5M

Top Sells

1
+$19.7M
2
+$18.7M
3
+$16.2M
4
TDG icon
TransDigm Group
TDG
+$14.5M
5
RTX icon
RTX Corp
RTX
+$13.8M

Sector Composition

1 Technology 19.22%
2 Financials 16.02%
3 Healthcare 13.11%
4 Consumer Discretionary 10.47%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.93M 0.05%
93,100
+46,300
252
$1.88M 0.05%
35,589
+21,024
253
$1.86M 0.04%
55,800
+25,400
254
$1.75M 0.04%
+27,212
255
$1.73M 0.04%
23,061
+11,561
256
$1.72M 0.04%
100,000
257
$1.66M 0.04%
211,957
+6,432
258
$1.65M 0.04%
62,300
259
$1.63M 0.04%
41,784
-171,113
260
$1.62M 0.04%
25,800
261
$1.59M 0.04%
93,602
262
$1.56M 0.04%
50,311
+7,706
263
$1.55M 0.04%
44,363
+19,333
264
$1.54M 0.04%
33,671
265
$1.49M 0.04%
41,221
+1,268
266
$1.46M 0.04%
29,185
-20,281
267
$1.43M 0.03%
54,183
+37,244
268
$1.41M 0.03%
18,965
-553
269
$1.39M 0.03%
32,000
270
$1.38M 0.03%
+40,741
271
$1.38M 0.03%
16,500
272
$1.37M 0.03%
20,704
-50,156
273
$1.35M 0.03%
18,400
274
$1.34M 0.03%
12,500
275
$1.33M 0.03%
47,386
-12,750
9 10
11
12 13