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
426
$338K 0.01%
4,781
-18,452
427
$328K 0.01%
+20,000
428
$322K 0.01%
10,071
429
$310K 0.01%
+30,031
430
$299K 0.01%
6,634
-11,485
431
$287K 0.01%
+11,909
432
$280K 0.01%
+3,553
433
$252K 0.01%
5,875
434
$243K 0.01%
+9,484
435
$235K 0.01%
+6,170
436
$217K ﹤0.01%
3,855
437
$205K ﹤0.01%
+6,351
438
$196K ﹤0.01%
7,419
-30,528
439
$195K ﹤0.01%
6,227
-36,269
440
$185K ﹤0.01%
7,368
441
$133K ﹤0.01%
2,600
442
$131K ﹤0.01%
1,330
443
$130K ﹤0.01%
5,700
444
$125K ﹤0.01%
2,910
445
$124K ﹤0.01%
3,352
446
$123K ﹤0.01%
+3,242
447
$123K ﹤0.01%
2,697
448
$114K ﹤0.01%
3,164
-3,056
449
$42K ﹤0.01%
915
450
$3K ﹤0.01%
76
16 17
18
19 20