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
$3.16B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$11.6M
3
+$11.1M
4
DIS icon
Walt Disney
DIS
+$7.3M
5
HD icon
Home Depot
HD
+$6.49M

Top Sells

1
+$11.2M
2
+$9.53M
3
+$8.59M
4
GS icon
Goldman Sachs
GS
+$7.11M
5
WDC icon
Western Digital
WDC
+$6.94M

Sector Composition

1 Financials 14.36%
2 Technology 13.44%
3 Healthcare 12.64%
4 Communication Services 9.14%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$474K 0.02%
+8,008
452
$456K 0.01%
+6,572
453
$424K 0.01%
+5,481
454
$413K 0.01%
+7,757
455
$297K 0.01%
+7,945
456
$277K 0.01%
+10,473
457
$232K 0.01%
+11,912
458
$231K 0.01%
+7,858
459
$226K 0.01%
+8,522
460
$119K ﹤0.01%
+1,505
461
$105K ﹤0.01%
1,545
-68,700
462
$90K ﹤0.01%
+17,443
463
$83K ﹤0.01%
+3,448
464
$21K ﹤0.01%
+1,924
465
– –
-5,817
466
– –
-15,508
467
– –
-12,318
468
– –
-33,532
469
– –
-42,696
470
– –
-60,535
471
– –
-8,784
472
– –
-101,196
473
– –
-64,891
474
– –
-31,243
475
– –
-11,223
16 17 18
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