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 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-20,550
477
– –
-47,715
478
– –
-35,254
479
– –
-63,599
480
– –
-16,418
481
– –
-13,970
482
– –
-3,100
483
– –
-47,764
484
– –
-45,855
485
– –
-65,971
486
– –
-55,775
487
– –
-3,261
488
– –
-16,749
489
– –
-45,931
490
– –
-3,559
491
– –
-31,243
492
– –
-11,223
493
– –
-57,848
494
– –
-94,336
495
– –
-62,783
496
– –
-18,477
497
– –
-59,440
498
– –
-70,700
499
– –
-27,275
16 17 18 19
20