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
$12.3B
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$130M
3
+$128M
4
EXE
Expand Energy Corp
EXE
+$109M
5
MSFT icon
Microsoft
MSFT
+$104M

Top Sells

1
+$120M
2
+$101M
3
+$96.5M
4
CRM icon
Salesforce
CRM
+$92.4M
5
DECK icon
Deckers Outdoor
DECK
+$84.9M

Sector Composition

1 Technology 28.75%
2 Financials 14.72%
3 Healthcare 10.9%
4 Communication Services 10.55%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$74.3M 0.6%
1,021,595
+595,943
52
$72.4M 0.59%
341,885
+106,471
53
$71M 0.57%
518,226
-21,500
54
$70.6M 0.57%
313,316
-66,144
55
$69M 0.56%
125,485
+48,083
56
$68.9M 0.56%
3,703,877
-334,565
57
$68.8M 0.56%
+468,623
58
$68.4M 0.55%
1,959,455
+584,408
59
$66.6M 0.54%
+423,335
60
$64.8M 0.53%
+1,176,330
61
$64.1M 0.52%
+357,547
62
$63.5M 0.51%
+886,995
63
$62.9M 0.51%
119,522
-58,874
64
$62M 0.5%
535,984
-36,114
65
$60.4M 0.49%
137,909
+38,012
66
$59.1M 0.48%
+1,093,339
67
$58.5M 0.47%
217,930
-344,195
68
$58M 0.47%
+168,118
69
$57.3M 0.46%
+85,101
70
$55.5M 0.45%
151,363
-95,713
71
$55.2M 0.45%
509,058
+125,223
72
$53.2M 0.43%
+311,874
73
$53M 0.43%
97,004
-28,383
74
$50.8M 0.41%
190,623
+61,128
75
$48M 0.39%
+256,206
1 2
3
4 5