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ZIG

Zurich Insurance Group Portfolio holdings

AUM $12.7B
1-Year Est. Return 55.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+55.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.72B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$15.3M
3
+$14.5M
4
LMT icon
Lockheed Martin
LMT
+$13.2M
5
ELV icon
Elevance Health
ELV
+$13.1M

Top Sells

1
+$32.3M
2
+$15.8M
3
+$14.2M
4
CSX icon
CSX Corp
CSX
+$13.9M
5
OXY icon
Occidental Petroleum
OXY
+$13.2M

Sector Composition

1 Technology 17.46%
2 Financials 15.31%
3 Healthcare 14.33%
4 Industrials 10.32%
5 Consumer Discretionary 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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-67,637
502
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-7,391
503
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-75,401
504
– –
-64,715
505
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-23,270
506
– –
-44,090
507
– –
-16,954
508
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-35,900
509
– –
-164,830
510
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-35,322
511
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-51,544
512
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-80,322
513
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-6,573
514
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-39,999
515
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-3,480
516
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-140,290
517
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-80,412
518
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519
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-48,439
520
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-34,585
521
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-128,523
522
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-50,950
523
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-159,275
524
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-17,395
525
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-29,423
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