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
251
$250K ﹤0.01%
3,900
-5,570
252
$203K ﹤0.01%
5,115
-1
253
$195K ﹤0.01%
+7,362
254
– –
-2,112,769
255
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-786,737
256
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-210,688
257
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-80,586
258
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-27,977
259
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-144,285
260
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-16,000
261
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-383,237
262
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-1,799,344
263
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-154,835
264
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-4,046,759
265
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-8,600
266
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-520,910
267
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-885,090
268
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-337,801
269
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-52,600
270
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-291,274
271
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-417,882
272
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273
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-1,185,069
274
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-283,031
275
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-4,000
9 10
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