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
351
$1.49M 0.03%
38,603
-1,893
352
$1.46M 0.03%
13,395
-1,765
353
$1.44M 0.03%
46,800
+13,000
354
$1.43M 0.03%
35,600
355
$1.41M 0.03%
+16,954
356
$1.41M 0.03%
13,816
-18,725
357
$1.4M 0.03%
18,400
-35,006
358
$1.31M 0.03%
22,400
359
$1.31M 0.03%
17,000
360
$1.29M 0.03%
71,200
361
$1.29M 0.03%
+64,600
362
$1.28M 0.03%
24,800
363
$1.27M 0.03%
27,100
364
$1.27M 0.03%
24,500
+9,500
365
$1.26M 0.03%
41,200
366
$1.26M 0.03%
42,496
-49,916
367
$1.22M 0.03%
13,500
368
$1.19M 0.03%
21,100
369
$1.19M 0.03%
88,900
370
$1.16M 0.03%
12,500
371
$1.16M 0.03%
47,805
-12,405
372
$1.16M 0.03%
19,900
-2,805
373
$1.13M 0.03%
20,600
374
$1.13M 0.03%
27,900
375
$1.11M 0.03%
19,000
13 14
15
16 17