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
101
$13.8M 0.29%
81,525
+61,541
102
$13.8M 0.29%
225,883
-12,195
103
$13.5M 0.29%
81,744
-20,476
104
$13.5M 0.28%
155,160
+59,968
105
$13.4M 0.28%
235,011
+39,244
106
$13.2M 0.28%
+129,008
107
$13.2M 0.28%
164,479
+50,040
108
$13M 0.28%
68,070
-6,834
109
$13M 0.27%
134,576
+4,022
110
$12.7M 0.27%
+108,926
111
$12.7M 0.27%
93,038
+7,174
112
$12.7M 0.27%
406,326
-33,575
113
$12.6M 0.27%
38,702
+10,426
114
$12.5M 0.26%
42,590
-1,460
115
$12.3M 0.26%
260,618
+79,049
116
$12.2M 0.26%
123,537
-3,017
117
$12.2M 0.26%
91,444
+14,637
118
$12.1M 0.26%
166,197
+29,556
119
$11.8M 0.25%
90,288
+16,019
120
$11.7M 0.25%
+130,788
121
$11.7M 0.25%
132,893
+93
122
$11.6M 0.24%
43,274
-4,137
123
$11.5M 0.24%
260,458
-80,109
124
$11M 0.23%
72,244
+49,534
125
$11M 0.23%
184,490
+29,427
3 4
5
6 7