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
401
$793K 0.02%
+26,700
402
$779K 0.02%
+25,800
403
$767K 0.02%
14,565
404
$764K 0.02%
31,100
405
$762K 0.02%
+12,800
406
$758K 0.02%
+35,300
407
$752K 0.02%
25,301
-4,594
408
$736K 0.02%
24,864
-2,648
409
$724K 0.02%
6,900
410
$719K 0.02%
63,600
411
$689K 0.01%
+37,410
412
$677K 0.01%
6,600
-38,834
413
$654K 0.01%
19,800
414
$615K 0.01%
+9,551
415
$608K 0.01%
26,231
-76
416
$602K 0.01%
11,283
-29,549
417
$584K 0.01%
+17,105
418
$532K 0.01%
16,939
-2,543
419
$501K 0.01%
+9,624
420
$475K 0.01%
+9,241
421
$474K 0.01%
13,881
422
$468K 0.01%
+13,793
423
$451K 0.01%
+23,806
424
$384K 0.01%
+5,869
425
$343K 0.01%
18,340
15 16
17
18 19