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
$4.43B
AUM Growth
+$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$12.6M
3
+$12.5M
4
BSX icon
Boston Scientific
BSX
+$12.1M
5
META icon
Meta Platforms (Facebook)
META
+$11.6M

Top Sells

1
+$17.4M
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
551
– –
-49,299
552
– –
-64,000
553
– –
-116,102
554
– –
-66,585
555
– –
-18,000
556
– –
-19,900
557
– –
-80,821
558
– –
-38,530
559
– –
-6,700
560
– –
-140,718
561
– –
-75,054
562
– –
-39,000
563
– –
-112,132
564
– –
-199,542
565
– –
-41,782
566
– –
-14,900
567
– –
-212,034
568
– –
-125,780
569
– –
-185,292
570
– –
-38,583
19 20 21 22
23