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
$4.43B
AUM Growth
+$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.2M
3
+$13.1M
4
UNH icon
UnitedHealth
UNH
+$12.8M
5
META icon
Meta Platforms (Facebook)
META
+$12.5M

Top Sells

1
+$14.4M
2
+$13.3M
3
+$11.5M
4
CELG
Celgene Corp
CELG
+$10M
5
MON
Monsanto Co
MON
+$8.76M

Sector Composition

1 Technology 17.04%
2 Financials 15.76%
3 Healthcare 12.91%
4 Consumer Discretionary 10.05%
5 Communication Services 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2M 0.05%
35,900
+19,600
327
$2M 0.05%
29,525
+5,715
328
$1.99M 0.05%
26,100
329
$1.96M 0.04%
8,385
-2,943
330
$1.92M 0.04%
+43,286
331
$1.91M 0.04%
52,936
-7,430
332
$1.9M 0.04%
+174,051
333
$1.87M 0.04%
10,500
334
$1.85M 0.04%
6,573
-13,454
335
$1.84M 0.04%
16,500
336
$1.84M 0.04%
17,395
+2,620
337
$1.83M 0.04%
80,900
338
$1.81M 0.04%
195,969
-17,978
339
$1.77M 0.04%
26,154
+856
340
$1.75M 0.04%
35,322
-16,128
341
$1.74M 0.04%
23,400
342
$1.69M 0.04%
29,200
343
$1.69M 0.04%
93,602
-12,580
344
$1.67M 0.04%
23,233
-19,419
345
$1.66M 0.04%
38,900
346
$1.61M 0.04%
32,000
347
$1.58M 0.04%
25,800
348
$1.54M 0.03%
40,143
-18,157
349
$1.5M 0.03%
+30,400
350
$1.5M 0.03%
67,900
+21,100
12 13
14
15 16