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
$5.05B
AUM Growth
+$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$17.7M
3
+$15.4M
4
AMZN icon
Amazon
AMZN
+$15M
5
SO icon
Southern Company
SO
+$13.4M

Top Sells

1
+$17.6M
2
+$16.3M
3
+$14.1M
4
BAC icon
Bank of America
BAC
+$13.1M
5
VRSK icon
Verisk Analytics
VRSK
+$12.5M

Sector Composition

1 Technology 17.83%
2 Financials 15.47%
3 Healthcare 12.93%
4 Consumer Discretionary 9.95%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$38M 0.75%
793,895
-86,826
27
$37.7M 0.75%
660,528
-166,102
28
$37.5M 0.74%
180,708
-44,340
29
$37.2M 0.74%
126,270
+21,827
30
$36.1M 0.72%
275,660
+24,388
31
$35.9M 0.71%
664,620
+26,360
32
$35.4M 0.7%
622,175
+104,588
33
$35M 0.69%
96,091
+8,426
34
$34.5M 0.68%
728,970
-130,440
35
$34.4M 0.68%
408,560
+102,468
36
$33.3M 0.66%
180,168
+29,373
37
$32.8M 0.65%
468,104
-42,001
38
$32.4M 0.64%
881,760
-20,980
39
$32M 0.63%
757,431
-94,617
40
$31.9M 0.63%
182,833
+17,177
41
$30.9M 0.61%
97
42
$28.7M 0.57%
295,094
+79,191
43
$28.3M 0.56%
96,343
+10,059
44
$27.1M 0.54%
322,988
-156,928
45
$26.8M 0.53%
524,148
-194,552
46
$25.5M 0.51%
886,560
+1,380
47
$24.6M 0.49%
215,003
-147,059
48
$24.6M 0.49%
145,497
-20,822
49
$24.6M 0.49%
199,046
+75,591
50
$24.2M 0.48%
91,680
+3,850
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2
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