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
$6.98B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$108M
3
+$103M
4
CMG icon
Chipotle Mexican Grill
CMG
+$99.9M
5
NEE icon
NextEra Energy
NEE
+$88.5M

Top Sells

1
+$114M
2
+$111M
3
+$97.1M
4
POOL icon
Pool Corp
POOL
+$94.6M
5
GNRC icon
Generac Holdings
GNRC
+$85.8M

Sector Composition

1 Technology 25.86%
2 Financials 19.22%
3 Consumer Discretionary 16.74%
4 Communication Services 12.75%
5 Healthcare 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.38M 0.03%
12,000
102
$2.35M 0.03%
+8,500
103
$2.29M 0.03%
38,669
+1,528
104
$2.28M 0.03%
12,590
-231,071
105
$2.21M 0.03%
24,500
106
$2.17M 0.03%
+10,000
107
$2.13M 0.03%
22,952
-17,112
108
$2.13M 0.03%
30,060
-1,170
109
$2.11M 0.03%
+22,900
110
$2.11M 0.03%
11,500
111
$2.06M 0.03%
+26,700
112
$2.03M 0.03%
29,676
-9,285
113
$2.02M 0.03%
42,320
+25,470
114
$2.01M 0.03%
15,600
115
$2.01M 0.03%
+5,600
116
$2M 0.03%
18,232
117
$1.96M 0.03%
+2,600
118
$1.94M 0.03%
+11,430
119
$1.85M 0.03%
28,806
120
$1.84M 0.03%
17,100
121
$1.84M 0.03%
23,500
122
$1.82M 0.03%
18,600
-127,336
123
$1.82M 0.03%
21,966
-8,000
124
$1.82M 0.03%
55,200
125
$1.81M 0.03%
41,700
3 4
5
6 7