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
526
– –
-18,914
527
– –
-19,005
528
– –
-24,900
529
– –
-66,773
530
– –
-380
531
– –
-33,000
532
– –
-155,556
533
– –
-67,500
534
– –
-28,484
535
– –
-37,980
536
– –
-104,284
537
– –
-63,633
538
– –
-26,200
539
– –
-90,805
540
– –
-297,090
541
– –
-46,128
542
– –
-109,824
543
– –
-22,333
544
– –
-107,700
545
– –
-35,615
546
– –
-101,004
547
– –
-21,700
548
– –
-18,204
549
– –
-55,494
550
– –
-90,200
19 20 21
22
23