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
376
$987K 0.02%
41,282
-6,523
377
$986K 0.02%
25,000
378
$966K 0.02%
11,173
-37,799
379
$966K 0.02%
13,300
-18,927
380
$964K 0.02%
+15,900
381
$960K 0.02%
10,900
382
$946K 0.02%
+59,161
383
$937K 0.02%
56,300
384
$933K 0.02%
9,400
-16,100
385
$928K 0.02%
+10,800
386
$917K 0.02%
11,600
-14,500
387
$913K 0.02%
10,700
388
$902K 0.02%
15,400
389
$900K 0.02%
11,400
390
$894K 0.02%
10,800
391
$881K 0.02%
20,100
392
$871K 0.02%
20,300
393
$857K 0.02%
9,900
-13,500
394
$856K 0.02%
44,500
395
$847K 0.02%
5,800
396
$838K 0.02%
+13,700
397
$827K 0.02%
+46,314
398
$823K 0.02%
+10,335
399
$818K 0.02%
6,906
-7,025
400
$817K 0.02%
+20,201
14 15
16
17 18