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
26
$27.4M 0.87%
461,012
-75,520
27
$25.5M 0.81%
160,810
+7,934
28
$25.3M 0.8%
324,212
-68,677
29
$24.7M 0.78%
596,119
+101,753
30
$23.9M 0.76%
693,388
+44,884
31
$23.6M 0.75%
226,009
-219
32
$22.1M 0.7%
147,926
+18,870
33
$22M 0.7%
727,212
-28,687
34
$21.2M 0.67%
132,461
+12,235
35
$20.7M 0.65%
225,737
+24,003
36
$20M 0.63%
295,386
+60,813
37
$19M 0.6%
325,956
+97,990
38
$17M 0.54%
202,172
+2,678
39
$16.7M 0.53%
434,273
-35,579
40
$16.4M 0.52%
135,024
+23,547
41
$16.3M 0.51%
111,171
-2,389
42
$16.2M 0.51%
140,194
+28,310
43
$16M 0.51%
144,103
-24,758
44
$15.6M 0.49%
677,667
+49,932
45
$14.5M 0.46%
222,647
-17,896
46
$14.5M 0.46%
231,671
-10,539
47
$14.3M 0.45%
138,175
-15,463
48
$13.8M 0.44%
192,751
+23,807
49
$13.4M 0.42%
85,854
+7,333
50
$13.3M 0.42%
192,185
-12,373
1
2
3 4 5