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
$3.53B
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$16.3M
3
+$12.1M
4
ACN icon
Accenture
ACN
+$10.8M
5
CB icon
Chubb
CB
+$8.97M

Top Sells

1
+$85.6M
2
+$7.04M
3
+$6.79M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.92M
5
PFE icon
Pfizer
PFE
+$5.59M

Sector Composition

1 Financials 15.56%
2 Technology 14.78%
3 Healthcare 13.59%
4 Consumer Discretionary 9.71%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$213K 0.01%
+3,370
552
$206K 0.01%
+7,172
553
$102K ﹤0.01%
3,000
554
$96K ﹤0.01%
17,966
555
$85K ﹤0.01%
+1,891
556
$63K ﹤0.01%
2,237
-59
557
$13K ﹤0.01%
369
-9
558
– –
-12,083
559
– –
-18,374
560
– –
-29,327
561
– –
-31,700
562
– –
-13,081
563
– –
-239,750
564
– –
-12,248
565
– –
-113,000
566
– –
-9,600
567
– –
-33,099
568
– –
-10,700
569
– –
-25,092
570
– –
-46,992
571
– –
-29,153
572
– –
-122,473
573
– –
-146,651
574
– –
-10,870
575
– –
-38,860
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