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
$4.43B
AUM Growth
+$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.2M
3
+$13.1M
4
UNH icon
UnitedHealth
UNH
+$12.8M
5
META icon
Meta Platforms (Facebook)
META
+$12.5M

Top Sells

1
+$14.4M
2
+$13.3M
3
+$11.5M
4
CELG
Celgene Corp
CELG
+$10M
5
MON
Monsanto Co
MON
+$8.76M

Sector Composition

1 Technology 17.04%
2 Financials 15.76%
3 Healthcare 12.91%
4 Consumer Discretionary 10.05%
5 Communication Services 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$32.8M 0.74%
167,047
+2,206
27
$32.7M 0.74%
1,349,484
-1,953
28
$32.3M 0.73%
1,132,700
29
$30.2M 0.68%
451,665
+10,890
30
$26.8M 0.61%
246,310
+6,489
31
$26.3M 0.59%
671,530
-8,400
32
$26.1M 0.59%
249,461
+6,427
33
$24.8M 0.56%
4,192,760
-28,000
34
$24.7M 0.56%
134,021
+3,579
35
$23.6M 0.53%
177,688
-14,982
36
$23.4M 0.53%
111,884
+42,495
37
$23M 0.52%
551,692
-70,316
38
$22.7M 0.51%
693,209
-62,030
39
$22.6M 0.51%
243,987
-62,631
40
$22.5M 0.51%
143,856
+13,671
41
$22.3M 0.5%
157,457
+18,456
42
$22.1M 0.5%
277,783
+46,808
43
$22M 0.5%
134,458
+19,496
44
$21.9M 0.5%
767,457
+13,668
45
$21.1M 0.48%
86,617
-20,300
46
$20.6M 0.46%
148,953
-10,073
47
$20.5M 0.46%
261,095
+58,197
48
$20.4M 0.46%
312,130
+12,327
49
$20.2M 0.46%
183,637
+24,277
50
$20.2M 0.46%
617,108
+401,915
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