ZIG

Zurich Insurance Group Portfolio holdings

AUM $14.4B
1-Year Est. Return 53.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.16B
AUM Growth
-$559M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$26.6M
3
+$21.5M
4
AVGO icon
Broadcom
AVGO
+$20.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$20.8M

Top Sells

1
+$19.7M
2
+$18.7M
3
+$16.6M
4
RTX icon
RTX Corp
RTX
+$16.2M
5
TDG icon
TransDigm Group
TDG
+$14.5M

Sector Composition

1 Technology 19.22%
2 Financials 16.02%
3 Healthcare 13.11%
4 Consumer Discretionary 10.47%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$101K ﹤0.01%
3,164
427
$96K ﹤0.01%
+32,256
428
$87K ﹤0.01%
+4,468
429
$84K ﹤0.01%
+2,775
430
$81K ﹤0.01%
+570
431
$78K ﹤0.01%
9,834
-92,317
432
$70K ﹤0.01%
+2,050
433
$62K ﹤0.01%
+13,151
434
$57K ﹤0.01%
1,497
-1,200
435
$53K ﹤0.01%
2,166
-115,054
436
$48K ﹤0.01%
+1,720
437
$44K ﹤0.01%
+3,207
438
$38K ﹤0.01%
+1,568
439
$28K ﹤0.01%
1,909
-234,738
440
– –
-17,105
441
– –
-26,700
442
– –
-76
443
– –
-18,500
444
– –
-11,283
445
– –
-67,804
446
– –
-316,499
447
– –
-21,332
448
– –
-83,553
449
– –
-7,400
450
– –
-253,632
16 17
18
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