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
$11.8B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$151M
3
+$130M
4
SBUX icon
Starbucks
SBUX
+$127M
5
TSLA icon
Tesla
TSLA
+$119M

Top Sells

1
+$133M
2
+$118M
3
+$113M
4
EQH icon
Equitable Holdings
EQH
+$110M
5
CNM icon
Core & Main
CNM
+$107M

Sector Composition

1 Technology 29.66%
2 Financials 14.79%
3 Consumer Discretionary 10.93%
4 Healthcare 9.57%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$33.2M 0.28%
225,725
-145,019
102
$33M 0.28%
70,522
-13,207
103
$32.8M 0.28%
167,808
+51,030
104
$32.5M 0.28%
187,471
+158,001
105
$32.4M 0.27%
338,060
106
$31.6M 0.27%
316,799
107
$29.8M 0.25%
172,962
-66,056
108
$28.8M 0.24%
+155,620
109
$28.5M 0.24%
+665,032
110
$28M 0.24%
154,252
-153,679
111
$26.6M 0.23%
1,923,653
+735,096
112
$24.8M 0.21%
53,262
-38,056
113
$22.9M 0.19%
273,685
+242,985
114
$22.2M 0.19%
58,166
+49,966
115
$22.1M 0.19%
467,648
116
$20.8M 0.18%
+624,836
117
$19.8M 0.17%
+188,821
118
$19.2M 0.16%
+52,890
119
$19M 0.16%
+161,594
120
$18.9M 0.16%
+955,860
121
$18.6M 0.16%
508,032
-31,439
122
$18.2M 0.15%
591,285
-117,067
123
$18.1M 0.15%
+207,910
124
$18M 0.15%
34,061
-33,480
125
$17.7M 0.15%
+448,091
3 4
5
6 7