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
301
$1.03M 0.02%
25,000
302
$1.03M 0.02%
71,200
303
$1.01M 0.02%
+146,982
304
$1.01M 0.02%
13,600
305
$1.01M 0.02%
14,974
-117,919
306
$996K 0.02%
+29,700
307
$996K 0.02%
14,500
-32,283
308
$991K 0.02%
19,322
+10,081
309
$940K 0.02%
+47,500
310
$934K 0.02%
41,282
311
$923K 0.02%
10,200
312
$920K 0.02%
27,900
313
$914K 0.02%
25,583
+5,382
314
$896K 0.02%
20,600
315
$887K 0.02%
11,600
316
$875K 0.02%
88,900
317
$875K 0.02%
9,400
318
$872K 0.02%
56,300
319
$870K 0.02%
+17,129
320
$853K 0.02%
+16,400
321
$851K 0.02%
67,900
322
$843K 0.02%
61,649
-22,150
323
$838K 0.02%
10,900
324
$814K 0.02%
+5,600
325
$805K 0.02%
17,139
-5,361
11 12
13
14 15