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
$4.72B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.2M
3
+$15.1M
4
LMT icon
Lockheed Martin
LMT
+$14.2M
5
ELV icon
Elevance Health
ELV
+$13.8M

Top Sells

1
+$32.3M
2
+$15.8M
3
+$14.7M
4
CSX icon
CSX Corp
CSX
+$13.9M
5
OXY icon
Occidental Petroleum
OXY
+$13.2M

Sector Composition

1 Technology 17.46%
2 Financials 15.31%
3 Healthcare 14.33%
4 Industrials 10.32%
5 Consumer Discretionary 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17.2M 0.36%
50,905
+25,017
77
$17.1M 0.36%
8,595
-360
78
$16.8M 0.36%
183,924
-15,984
79
$16.6M 0.35%
672,900
+4,060
80
$16.5M 0.35%
429,615
-187,493
81
$16.2M 0.34%
68,771
-43,113
82
$16.1M 0.34%
259,745
-275
83
$16M 0.34%
149,154
-34,483
84
$16M 0.34%
71,250
+6,939
85
$15.9M 0.34%
44,981
+3,124
86
$15.9M 0.34%
201,530
+34,176
87
$15.7M 0.33%
234,387
+61,400
88
$15.7M 0.33%
177,674
+52,373
89
$15.2M 0.32%
198,194
+45,751
90
$14.6M 0.31%
50,373
+12,096
91
$14.5M 0.31%
38,933
+23,727
92
$14.3M 0.3%
80,991
+11,697
93
$14.3M 0.3%
205,984
+95,685
94
$14.2M 0.3%
83,592
-5,761
95
$14.2M 0.3%
74,384
+20,003
96
$14M 0.3%
881,514
+111,696
97
$14M 0.3%
258,050
-54,080
98
$14M 0.3%
413,717
+15,987
99
$14M 0.3%
599,400
+291,563
100
$13.9M 0.3%
72,362
+33,572
2 3
4
5 6