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
$4.68B
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$20.8M
3
+$16.8M
4
DLTR icon
Dollar Tree
DLTR
+$16.6M
5
MRK icon
Merck
MRK
+$16.6M

Top Sells

1
+$21.8M
2
+$21.3M
3
+$20.2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$17.9M
5
URI icon
United Rentals
URI
+$17.8M

Sector Composition

1 Technology 17.41%
2 Financials 15.87%
3 Healthcare 12.61%
4 Consumer Discretionary 10.42%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$133K ﹤0.01%
+11,630
402
$132K ﹤0.01%
2,600
403
$127K ﹤0.01%
2,910
404
$121K ﹤0.01%
4,828
405
$112K ﹤0.01%
3,164
406
$88K ﹤0.01%
2,252
-1,100
407
$85K ﹤0.01%
+1,834
408
$80K ﹤0.01%
9,834
409
$69K ﹤0.01%
2,725
-2,700
410
$59K ﹤0.01%
1,698
-5,022
411
$59K ﹤0.01%
2,160
-6
412
$42K ﹤0.01%
915
-6,785
413
– –
-17,129
414
– –
-31,662
415
– –
-63,600
416
– –
-23,183
417
– –
-26,838
418
– –
-47,500
419
– –
-1,568
420
– –
-938
421
– –
-33,581
422
– –
-3,835
423
– –
-8,950
424
– –
-11,400
425
– –
-3,735
15 16
17
18 19