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
76
$14.6M 0.33%
78,080
+5,060
77
$14.5M 0.33%
78,959
+35,616
78
$14.5M 0.33%
95,814
+43,137
79
$14.4M 0.33%
60,467
+20,217
80
$14.4M 0.33%
260,020
-38,677
81
$14.3M 0.32%
168,027
+13,145
82
$14.2M 0.32%
64,311
-5,331
83
$13.9M 0.31%
652,887
+161,823
84
$13.9M 0.31%
141,362
+26,466
85
$13.5M 0.31%
250,197
+62,078
86
$13.4M 0.3%
439,901
-32,619
87
$13.2M 0.3%
+157,194
88
$12.9M 0.29%
76,324
-19,453
89
$12.8M 0.29%
174,794
-52,938
90
$12.7M 0.29%
397,730
-450,705
91
$12.7M 0.29%
61,414
-6,658
92
$12.5M 0.28%
244,564
-28,871
93
$12.5M 0.28%
340,567
-114,538
94
$12.1M 0.27%
41,857
+7,803
95
$12.1M 0.27%
256,205
+7,050
96
$12.1M 0.27%
44,687
+7,526
97
$12M 0.27%
44,050
+1,249
98
$11.9M 0.27%
74,904
+12,240
99
$11.9M 0.27%
769,818
-33,538
100
$11.8M 0.27%
47,411
+4,566
2 3
4
5 6