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
$9.79B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$100M
3
+$92M
4
SHW icon
Sherwin-Williams
SHW
+$91.8M
5
TMO icon
Thermo Fisher Scientific
TMO
+$84.4M

Top Sells

1
+$162M
2
+$108M
3
+$107M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$103M
5
CAH icon
Cardinal Health
CAH
+$85.1M

Sector Composition

1 Technology 28.87%
2 Financials 12.47%
3 Industrials 10.87%
4 Consumer Discretionary 10.37%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-175,371
252
– –
-221,461
253
– –
-630,601
254
– –
-77,379
255
– –
-763,042
256
– –
-1,355,722
257
– –
-554,908
258
– –
-274,281
259
– –
-123,732
260
– –
-18,310
261
– –
-31
262
– –
-519,310
263
– –
-35,853
264
– –
-198,940
265
– –
-957,418
266
– –
-263,205
267
– –
-354,047
268
– –
-292,680
269
– –
-462,923
270
– –
-202,064
271
– –
-393,161
7 8 9 10
11