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
301
$2.06M 0.04%
82,626
-45,046
302
$2.02M 0.04%
50,923
+15,323
303
$1.93M 0.04%
35,533
-70,643
304
$1.9M 0.04%
+49,187
305
$1.9M 0.04%
60,136
-18,092
306
$1.81M 0.04%
16,500
307
$1.76M 0.04%
15,009
+1,614
308
$1.75M 0.04%
+19,518
309
$1.7M 0.04%
+22,304
310
$1.68M 0.04%
80,900
311
$1.6M 0.03%
39,953
+1,350
312
$1.58M 0.03%
93,602
313
$1.58M 0.03%
199,900
+73,100
314
$1.57M 0.03%
68,800
+30,900
315
$1.57M 0.03%
40,989
+846
316
$1.55M 0.03%
32,000
317
$1.54M 0.03%
33,671
-5,229
318
$1.5M 0.03%
48,200
+21,700
319
$1.5M 0.03%
62,300
+23,900
320
$1.5M 0.03%
25,800
321
$1.48M 0.03%
39,116
-13,820
322
$1.47M 0.03%
24,500
323
$1.45M 0.03%
30,400
324
$1.45M 0.03%
64,600
325
$1.44M 0.03%
+46,615
11 12
13
14 15