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
276
$3.13M 0.07%
32,683
-33,975
277
$3.13M 0.07%
42,541
-37,450
278
$3.09M 0.07%
62,987
-49,099
279
$3.02M 0.06%
36,637
+19,637
280
$2.95M 0.06%
49,466
+28,366
281
$2.95M 0.06%
78,480
-95,958
282
$2.94M 0.06%
37,112
-30,497
283
$2.93M 0.06%
46,365
+16,840
284
$2.88M 0.06%
61,334
-81,126
285
$2.67M 0.06%
16,635
-7,696
286
$2.6M 0.06%
61,153
-27,839
287
$2.59M 0.05%
+26,972
288
$2.52M 0.05%
41,127
-5,867
289
$2.4M 0.05%
32,445
-347
290
$2.37M 0.05%
13,368
-24,658
291
$2.35M 0.05%
39,634
-41,107
292
$2.35M 0.05%
31,498
-14,971
293
$2.32M 0.05%
52,613
-102,092
294
$2.31M 0.05%
48,178
-66,562
295
$2.23M 0.05%
42,210
-33,395
296
$2.19M 0.05%
100,000
297
$2.15M 0.05%
205,525
+9,556
298
$2.11M 0.04%
27,234
-276
299
$2.09M 0.04%
164,864
+33,607
300
$2.09M 0.04%
37,100
+14,700
10 11
12
13 14